Curry Webb Wealth Management LLC USVM — VICTORY PORTFOLIOS II

Ownership history in Curry Webb Wealth Management LLC  ·  2 quarters on record

AI Ownership Summary

Curry Webb Wealth Management LLC reported VICTORY PORTFOLIOS II (USVM) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q3. Peak portfolio weight reached 0.08% in 2026 Q2. The latest visible filing shows USVM at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this USVM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Curry Webb Wealth Management LLC's position in VICTORY PORTFOLIOS II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

USVM was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Curry Webb Wealth Management LLC held USVM — position size vs. price
% of Fund (quarterly)    USVM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 1,773 -82 -4.4% 0.07% $183K 2026-10-22 $105.14
2026 Q2 INITIATED — — — 1,855 — — 0.08% $204K 2026-08-13 $110.93

FAQ About Curry Webb Wealth Management LLC and USVM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Curry Webb Wealth Management LLC reported owning USVM?

Curry Webb Wealth Management LLC reported USVM across 2 quarterly 13F filings, from 2026 Q2 through 2026 Q3.

What was the largest reported USVM position in Curry Webb Wealth Management LLC's portfolio?

The largest reported portfolio weight for USVM was 0.08% in 2026 Q2.

What is the latest reported USVM position on this page?

The most recent filing on this page is 2026 Q3, when Curry Webb Wealth Management LLC reported 1,773 shares, equal to 0.07% of portfolio, with an estimated market value of $183K.

What does the chart on this USVM ownership page compare?

The chart compares Curry Webb Wealth Management LLC's quarterly USVM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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