Current Market Value 452,547,262
Current Holdings 120
Most Recent File Date 2025-07-21
Total Filings on Record 19
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Curran Financial Partners, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-21 2025-06-30 13F-HR 120 452,547
2025-04-21 2025-03-31 13F-HR 100 407,362
2025-01-22 2024-12-31 13F-HR 96 380,871
2024-10-16 2024-09-30 13F-HR 90 352,086
2024-07-22 2024-06-30 13F-HR 83 299,002
2024-05-02 2024-03-31 13F-HR 82 287,536
2024-01-31 2023-12-31 13F-HR 75 260,902
2023-11-09 2023-09-30 13F-HR 80 229,363
2023-07-11 2023-06-30 13F-HR 75 230,115
2023-05-02 2023-03-31 13F-HR 66 210,716
2023-02-14 2022-12-31 13F-HR 65 207,308
2022-11-03 2022-09-30 13F-HR 62 197,175
2022-08-05 2022-06-30 13F-HR 57 211,874
2022-04-27 2022-03-31 13F-HR 75 243,343
2022-02-10 2021-12-31 13F-HR 74 235,614
2021-11-09 2021-09-30 13F-HR 61 195,668
2021-08-26 2021-06-30 13F-HR 63 181,949
2021-05-19 2021-03-31 13F-HR 58 139,199
2021-03-01 2020-12-31 13F-HR 58 116,720