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Curtis Advisory Group, LLC: PKW position timeline

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

Curtis Advisory Group, LLC held 81,437 PKW 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 81,437 shares
    Change vs previous 13F -1,118 shares

    2.24% of the 13F portfolio, value $11,536,365.

    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 82,555 shares
    Change vs previous 13F +735 shares

    2.34% of the 13F portfolio, value $10,835,278.

    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 81,820 shares
    Change vs previous 13F +3,760 shares

    2.31% of the 13F portfolio, value $10,990,087.

    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 78,060 shares
    Change vs previous 13F -141 shares

    2.34% of the 13F portfolio, value $10,341,389.

    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 78,201 shares
    Change vs previous 13F +445 shares

    2.43% of the 13F portfolio, value $9,665,630.

    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 77,756 shares
    Change vs previous 13F -2,146 shares

    2.57% of the 13F portfolio, value $8,760,337.

    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 79,902 shares
    Change vs previous 13F +7,803 shares

    2.43% of the 13F portfolio, value $9,199,109.

    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 72,099 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $8,256,769.

    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).