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Curtis Advisory Group, LLC: SRLN position timeline

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

Curtis Advisory Group, LLC held 32,527 SRLN 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 32,527 shares
    Change vs previous 13F -94,451 shares

    0.25% of the 13F portfolio, value $1,310,513.

    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 126,978 shares
    Change vs previous 13F -571 shares

    1.1% of the 13F portfolio, value $5,096,897.

    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 127,549 shares
    Change vs previous 13F +349 shares

    1.1% of the 13F portfolio, value $5,263,947.

    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 127,200 shares
    Change vs previous 13F +2,653 shares

    1.2% of the 13F portfolio, value $5,288,976.

    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 124,547 shares
    Change vs previous 13F -6,094 shares

    1.3% of the 13F portfolio, value $5,179,910.

    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 130,641 shares
    Change vs previous 13F -6,244 shares

    1.58% of the 13F portfolio, value $5,373,264.

    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 136,885 shares
    Change vs previous 13F +11,470 shares

    1.51% of the 13F portfolio, value $5,712,211.

    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 125,415 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $5,237,330.

    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).