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Curtis Advisory Group, LLC: VGT position timeline

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

Curtis Advisory Group, LLC held 184,664 VGT 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 184,664 shares
    Change vs previous 13F +162,481 shares

    4.29% of the 13F portfolio, value $22,071,041.

    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 22,183 shares
    Change vs previous 13F 0 shares

    3.34% of the 13F portfolio, value $15,477,523.

    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 22,183 shares
    Change vs previous 13F -32 shares

    3.51% of the 13F portfolio, value $16,721,102.

    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 22,215 shares
    Change vs previous 13F 0 shares

    3.76% of the 13F portfolio, value $16,586,385.

    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 22,215 shares
    Change vs previous 13F -1,200 shares

    3.7% of the 13F portfolio, value $14,734,765.

    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 23,415 shares
    Change vs previous 13F 0 shares

    3.73% of the 13F portfolio, value $12,699,828.

    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 23,415 shares
    Change vs previous 13F 0 shares

    3.85% of the 13F portfolio, value $14,559,447.

    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 23,415 shares
    Change vs previous 13F not available

    3.9% of the 13F portfolio, value $13,733,366.

    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).