Skip to content
Disclosery

Curtis Advisory Group, LLC: QYLD position timeline

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

Curtis Advisory Group, LLC held 59,629 QYLD 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 59,629 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,098,962.

    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 59,629 shares
    Change vs previous 13F -853 shares

    0.22% of the 13F portfolio, value $1,022,637.

    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 60,482 shares
    Change vs previous 13F -3,536 shares

    0.22% of the 13F portfolio, value $1,068,717.

    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 64,018 shares
    Change vs previous 13F -484 shares

    0.25% of the 13F portfolio, value $1,088,946.

    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 64,502 shares
    Change vs previous 13F +53,256 shares

    0.27% of the 13F portfolio, value $1,078,473.

    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 11,246 shares
    Change vs previous 13F -611 shares

    0.05% of the 13F portfolio, value $187,021.

    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 11,857 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $216,035.

    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 11,857 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $213,900.

    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).