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Curtis Advisory Group, LLC: SPHQ position timeline

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

Curtis Advisory Group, LLC held 11,826 SPHQ 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 11,826 shares
    Change vs previous 13F -28,166 shares

    0.21% of the 13F portfolio, value $1,065,523.

    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 39,992 shares
    Change vs previous 13F +26,319 shares

    0.65% of the 13F portfolio, value $3,006,998.

    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 13,673 shares
    Change vs previous 13F +6,500 shares

    0.22% of the 13F portfolio, value $1,026,159.

    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 7,173 shares
    Change vs previous 13F +1,358 shares

    0.12% of the 13F portfolio, value $525,709.

    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 5,815 shares
    Change vs previous 13F -24,540 shares

    0.1% of the 13F portfolio, value $414,377.

    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 30,355 shares
    Change vs previous 13F +5,089 shares

    0.59% of the 13F portfolio, value $2,013,751.

    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 25,266 shares
    Change vs previous 13F -208 shares

    0.45% of the 13F portfolio, value $1,693,580.

    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 25,474 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,713,636.

    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).