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Curtis Advisory Group, LLC: FBND position timeline

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

Curtis Advisory Group, LLC held 25,075 FBND 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 25,075 shares
    Change vs previous 13F -268 shares

    0.22% of the 13F portfolio, value $1,140,662.

    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 25,343 shares
    Change vs previous 13F +123 shares

    0.25% of the 13F portfolio, value $1,156,148.

    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 25,220 shares
    Change vs previous 13F +1,342 shares

    0.24% of the 13F portfolio, value $1,161,129.

    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 23,878 shares
    Change vs previous 13F -260 shares

    0.25% of the 13F portfolio, value $1,104,119.

    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 24,138 shares
    Change vs previous 13F -2,403 shares

    0.28% of the 13F portfolio, value $1,104,314.

    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 26,541 shares
    Change vs previous 13F +3,476 shares

    0.36% of the 13F portfolio, value $1,211,597.

    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 23,065 shares
    Change vs previous 13F +13,100 shares

    0.27% of the 13F portfolio, value $1,034,927.

    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 9,965 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $465,764.

    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).