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Disclosery

Curtis Advisory Group, LLC: CGDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Curtis Advisory Group, LLC on CGDV, newest first. How the timeline and the estimate are built.

Curtis Advisory Group, LLC held 71,394 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,394 shares
    Change vs previous 13F +1,179 shares

    0.68% of the 13F portfolio, value $3,518,296.

    13F-HR 0001664656-26-000004 filed by Curtis Advisory Group, 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 70,215 shares
    Change vs previous 13F +47,215 shares

    0.64% of the 13F portfolio, value $2,986,946.

    13F-HR 0001664656-26-000003 filed by Curtis Advisory Group, 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 23,000 shares
    Change vs previous 13F -25,956 shares

    0.21% of the 13F portfolio, value $1,003,720.

    13F-HR 0001664656-26-000002 filed by Curtis Advisory Group, 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 48,956 shares
    Change vs previous 13F +148 shares

    0.47% of the 13F portfolio, value $2,057,621.

    13F-HR 0001664656-25-000009 filed by Curtis Advisory Group, 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 48,808 shares
    Change vs previous 13F +1,772 shares

    0.48% of the 13F portfolio, value $1,927,428.

    13F-HR 0001664656-25-000005 filed by Curtis Advisory Group, 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 47,036 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,676,363.

    13F-HR 0001664656-25-000004 filed by Curtis Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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