Skip to content
Disclosery

Curtis Advisory Group, LLC: SHYG position timeline

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

Curtis Advisory Group, LLC held 205,212 SHYG 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 205,212 shares
    Change vs previous 13F +30,015 shares

    1.69% of the 13F portfolio, value $8,703,041.

    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 175,197 shares
    Change vs previous 13F -25,659 shares

    1.6% of the 13F portfolio, value $7,412,585.

    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 200,856 shares
    Change vs previous 13F +4,698 shares

    1.81% of the 13F portfolio, value $8,610,697.

    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 196,158 shares
    Change vs previous 13F +25,340 shares

    1.93% of the 13F portfolio, value $8,493,641.

    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 170,818 shares
    Change vs previous 13F +19,622 shares

    1.85% of the 13F portfolio, value $7,369,089.

    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 151,196 shares
    Change vs previous 13F +447 shares

    1.89% of the 13F portfolio, value $6,428,854.

    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 150,749 shares
    Change vs previous 13F +14,182 shares

    1.7% of the 13F portfolio, value $6,423,415.

    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 136,567 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $5,929,739.

    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).