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Disclosery

Curran Financial Partners, LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Curran Financial Partners, LLC on VUG, newest first. How the timeline and the estimate are built.

Curran Financial Partners, LLC held 338,321 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 338,321 shares
    Change vs previous 13F +290,758 shares

    4.34% of the 13F portfolio, value $29,142,986.

    13F-HR 0001843867-26-000004 filed by Curran Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 47,563 shares
    Change vs previous 13F +6,772 shares

    3.72% of the 13F portfolio, value $20,774,872.

    13F-HR 0001843867-26-000003 filed by Curran Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 40,791 shares
    Change vs previous 13F +4,876 shares

    3.78% of the 13F portfolio, value $19,900,418.

    13F-HR 0001843867-26-000001 filed by Curran Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 35,915 shares
    Change vs previous 13F +5,044 shares

    3.41% of the 13F portfolio, value $17,225,298.

    13F-HR 0001843867-25-000011 filed by Curran Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 30,871 shares
    Change vs previous 13F +5,716 shares

    2.99% of the 13F portfolio, value $13,533,988.

    13F-HR 0001843867-25-000007 filed by Curran Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 25,155 shares
    Change vs previous 13F +6,773 shares

    2.29% of the 13F portfolio, value $9,328,144.

    13F-HR 0001843867-25-000005 filed by Curran Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 18,382 shares
    Change vs previous 13F +3,664 shares

    1.98% of the 13F portfolio, value $7,544,552.

    13F-HR 0001843867-25-000002 filed by Curran Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,718 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $5,650,774.

    13F-HR 0001843867-24-000005 filed by Curran Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).