Curtis Advisory Group, LLC: FNDF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Curtis Advisory Group, LLC on FNDF, newest first. How the timeline and the estimate are built.
Curtis Advisory Group, LLC held 57,335 FNDF shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 57,335 sharesChange vs previous 13F +5,353 shares
0.59% of the 13F portfolio, value $3,024,995.
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 51,982 sharesChange vs previous 13F -1,270 shares
0.55% of the 13F portfolio, value $2,543,479.
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 53,252 sharesChange vs previous 13F +7,056 shares
0.51% of the 13F portfolio, value $2,407,523.
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 46,196 sharesChange vs previous 13F +42 shares
0.45% of the 13F portfolio, value $1,984,580.
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 46,154 sharesChange vs previous 13F +5,579 shares
0.46% of the 13F portfolio, value $1,847,083.
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 40,575 sharesChange vs previous 13F not available
0.43% of the 13F portfolio, value $1,466,381.
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).