Curran Financial Partners, LLC: XLE position timeline

Curran Financial Partners, LLC held 4,572 XLE 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 4,572 shares

   Change vs previous 13F -234 shares

   0.04% of the 13F portfolio, value $242,814.

   13F-HR 0001843867-26-000004 filed by Curran Financial Partners, LLC
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 4,806 shares

   Change vs previous 13F -138 shares

   0.05% of the 13F portfolio, value $294,388.

   13F-HR 0001843867-26-000003 filed by Curran Financial Partners, LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 4,944 shares

   Change vs previous 13F +2,174 shares

   0.04% of the 13F portfolio, value $221,037.

   13F-HR 0001843867-26-000001 filed by Curran Financial Partners, LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 2,770 shares

   Change vs previous 13F +336 shares

   0.05% of the 13F portfolio, value $247,427.

   13F-HR 0001843867-25-000011 filed by Curran Financial Partners, LLC
   Filed 2025-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 2,434 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $206,423.

   13F-HR 0001843867-25-000007 filed by Curran Financial Partners, LLC
   Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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