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
- period ended2026-06-3013F 81,437 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 82,555 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 81,820 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 78,060 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 78,201 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 77,756 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 79,902 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 72,099 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).