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Curtis Advisory Group, LLC: CLIP position timeline

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

Curtis Advisory Group, LLC held 86,990 CLIP 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 86,990 shares
    Change vs previous 13F -17,052 shares

    1.7% of the 13F portfolio, value $8,728,577.

    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 104,042 shares
    Change vs previous 13F -13,144 shares

    2.25% of the 13F portfolio, value $10,441,655.

    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 117,186 shares
    Change vs previous 13F +29,277 shares

    2.46% of the 13F portfolio, value $11,731,490.

    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 87,909 shares
    Change vs previous 13F -14,428 shares

    2% of the 13F portfolio, value $8,827,822.

    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 102,337 shares
    Change vs previous 13F -19,271 shares

    2.58% of the 13F portfolio, value $10,276,682.

    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 121,608 shares
    Change vs previous 13F -1,215 shares

    3.59% of the 13F portfolio, value $12,214,308.

    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).

  7. period ended2024-12-31
    13F 122,823 shares
    Change vs previous 13F +9,618 shares

    3.25% of the 13F portfolio, value $12,294,582.

    13F-HR 0001664656-25-000001 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).

  8. period ended2024-09-30
    13F 113,205 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $11,377,103.

    13F-HR 0001664656-24-000005 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).