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Disclosery

Curran Financial Partners, LLC: VYM position timeline

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

Curran Financial Partners, LLC held 59,995 VYM 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 59,995 shares
    Change vs previous 13F -34,583 shares

    1.41% of the 13F portfolio, value $9,480,978.

    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 94,578 shares
    Change vs previous 13F +43,763 shares

    2.51% of the 13F portfolio, value $14,007,010.

    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 50,815 shares
    Change vs previous 13F -302 shares

    1.39% of the 13F portfolio, value $7,292,960.

    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 51,117 shares
    Change vs previous 13F +6,659 shares

    1.43% of the 13F portfolio, value $7,204,964.

    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 44,458 shares
    Change vs previous 13F -23,830 shares

    1.31% of the 13F portfolio, value $5,926,635.

    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 68,288 shares
    Change vs previous 13F +24,600 shares

    2.16% of the 13F portfolio, value $8,806,449.

    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 43,688 shares
    Change vs previous 13F +8,710 shares

    1.46% of the 13F portfolio, value $5,574,095.

    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 34,978 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $4,484,214.

    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).