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Curtis Advisory Group, LLC: VCSH position timeline

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

Curtis Advisory Group, LLC held 98,116 VCSH 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 98,116 shares
    Change vs previous 13F +1,727 shares

    1.51% of the 13F portfolio, value $7,754,107.

    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 96,389 shares
    Change vs previous 13F -15,763 shares

    1.65% of the 13F portfolio, value $7,640,756.

    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 112,152 shares
    Change vs previous 13F +8,371 shares

    1.88% of the 13F portfolio, value $8,941,879.

    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 103,781 shares
    Change vs previous 13F +2,017 shares

    1.88% of the 13F portfolio, value $8,295,215.

    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 101,764 shares
    Change vs previous 13F +11,460 shares

    2.03% of the 13F portfolio, value $8,090,238.

    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 90,304 shares
    Change vs previous 13F -501 shares

    2.09% of the 13F portfolio, value $7,128,598.

    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 90,805 shares
    Change vs previous 13F +8,263 shares

    1.87% of the 13F portfolio, value $7,083,698.

    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 82,542 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $6,555,486.

    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).