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Curtis Advisory Group, LLC: JAAA position timeline

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

Curtis Advisory Group, LLC held 123,384 JAAA 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 123,384 shares
    Change vs previous 13F +1,896 shares

    1.21% of the 13F portfolio, value $6,229,658.

    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 121,488 shares
    Change vs previous 13F +6,762 shares

    1.32% of the 13F portfolio, value $6,119,351.

    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 114,726 shares
    Change vs previous 13F +5,087 shares

    1.22% of the 13F portfolio, value $5,802,841.

    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 109,639 shares
    Change vs previous 13F -832 shares

    1.26% of the 13F portfolio, value $5,567,468.

    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 110,471 shares
    Change vs previous 13F +45,873 shares

    1.41% of the 13F portfolio, value $5,606,403.

    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 64,598 shares
    Change vs previous 13F 0 shares

    0.96% of the 13F portfolio, value $3,275,765.

    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 64,598 shares
    Change vs previous 13F +24,028 shares

    0.87% of the 13F portfolio, value $3,275,765.

    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 40,570 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,064,202.

    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).