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Curtis Advisory Group, LLC: IWF position timeline

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

Curtis Advisory Group, LLC held 158,913 IWF 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 158,913 shares
    Change vs previous 13F +118,873 shares

    3.83% of the 13F portfolio, value $19,732,227.

    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 40,040 shares
    Change vs previous 13F -4,237 shares

    3.68% of the 13F portfolio, value $17,073,056.

    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 44,277 shares
    Change vs previous 13F -6,321 shares

    4.4% of the 13F portfolio, value $20,956,304.

    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 50,598 shares
    Change vs previous 13F +46 shares

    5.37% of the 13F portfolio, value $23,700,609.

    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 50,552 shares
    Change vs previous 13F +4,274 shares

    5.39% of the 13F portfolio, value $21,463,368.

    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 46,278 shares
    Change vs previous 13F -382 shares

    4.91% of the 13F portfolio, value $16,710,523.

    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 46,660 shares
    Change vs previous 13F -202 shares

    4.96% of the 13F portfolio, value $18,737,723.

    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 46,862 shares
    Change vs previous 13F not available

    4.99% of the 13F portfolio, value $17,591,058.

    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).