Skip to content

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

  1. period ended2026-06-30
    13F 12,826 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 12,878 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 12,899 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 12,899 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 13,500 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 14,750 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 14,860 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 14,970 shares
    Change 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), ingested

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