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Disclosery

Curtis Advisory Group, LLC: IWN position timeline

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

Curtis Advisory Group, LLC held 3,321 IWN 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 3,321 shares
    Change vs previous 13F -231 shares

    0.14% of the 13F portfolio, value $734,605.

    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 3,552 shares
    Change vs previous 13F +84 shares

    0.15% of the 13F portfolio, value $673,424.

    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 3,468 shares
    Change vs previous 13F -62 shares

    0.13% of the 13F portfolio, value $628,436.

    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 3,530 shares
    Change vs previous 13F +28 shares

    0.14% of the 13F portfolio, value $624,139.

    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 3,502 shares
    Change vs previous 13F +305 shares

    0.14% of the 13F portfolio, value $552,476.

    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 3,197 shares
    Change vs previous 13F +199 shares

    0.14% of the 13F portfolio, value $482,683.

    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 2,998 shares
    Change vs previous 13F +152 shares

    0.13% of the 13F portfolio, value $492,182.

    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 2,846 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $474,770.

    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).