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Curtis Advisory Group, LLC: IAGG position timeline

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

Curtis Advisory Group, LLC held 12,892 IAGG 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 12,892 shares
    Change vs previous 13F -619 shares

    0.13% of the 13F portfolio, value $652,335.

    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 13,511 shares
    Change vs previous 13F +12 shares

    0.15% of the 13F portfolio, value $676,090.

    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 13,499 shares
    Change vs previous 13F +738 shares

    0.14% of the 13F portfolio, value $675,085.

    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 12,761 shares
    Change vs previous 13F -224 shares

    0.15% of the 13F portfolio, value $653,746.

    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 12,985 shares
    Change vs previous 13F +187 shares

    0.17% of the 13F portfolio, value $663,404.

    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 12,798 shares
    Change vs previous 13F +6,996 shares

    0.19% of the 13F portfolio, value $639,772.

    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 5,802 shares
    Change vs previous 13F +1,768 shares

    0.08% of the 13F portfolio, value $289,636.

    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 4,034 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $209,042.

    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).