Curtis Advisory Group, LLC: DIA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Curtis Advisory Group, LLC on DIA, newest first. How the timeline and the estimate are built.
Curtis Advisory Group, LLC held 12,826 DIA shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 12,826 sharesChange vs previous 13F -52 shares
1.3% of the 13F portfolio, value $6,700,174.
13F-HR 0001664656-26-000004 filed by Curtis Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,878 sharesChange vs previous 13F -21 shares
1.29% of the 13F portfolio, value $5,964,961.
13F-HR 0001664656-26-000003 filed by Curtis Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,899 sharesChange vs previous 13F 0 shares
1.3% of the 13F portfolio, value $6,198,872.
13F-HR 0001664656-26-000002 filed by Curtis Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,899 sharesChange vs previous 13F -601 shares
1.36% of the 13F portfolio, value $5,981,782.
13F-HR 0001664656-25-000009 filed by Curtis Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,500 sharesChange vs previous 13F -1,250 shares
1.49% of the 13F portfolio, value $5,948,775.
13F-HR 0001664656-25-000005 filed by Curtis Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,750 sharesChange vs previous 13F -110 shares
1.82% of the 13F portfolio, value $6,193,230.
13F-HR 0001664656-25-000004 filed by Curtis Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 14,860 sharesChange vs previous 13F -110 shares
1.67% of the 13F portfolio, value $6,322,930.
13F-HR 0001664656-25-000001 filed by Curtis Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 14,970 sharesChange vs previous 13F not available
1.8% of the 13F portfolio, value $6,334,106.
13F-HR 0001664656-24-000005 filed by Curtis Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).