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Disclosery

Curtis Advisory Group, LLC: VTI position timeline

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

Curtis Advisory Group, LLC held 6,809 VTI 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 6,809 shares
    Change vs previous 13F -28 shares

    0.49% of the 13F portfolio, value $2,519,465.

    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 6,837 shares
    Change vs previous 13F -300 shares

    0.47% of the 13F portfolio, value $2,193,258.

    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 7,137 shares
    Change vs previous 13F -298 shares

    0.5% of the 13F portfolio, value $2,392,696.

    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 7,435 shares
    Change vs previous 13F -466 shares

    0.55% of the 13F portfolio, value $2,439,873.

    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 7,901 shares
    Change vs previous 13F -172 shares

    0.6% of the 13F portfolio, value $2,401,317.

    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 8,073 shares
    Change vs previous 13F -2,049 shares

    0.65% of the 13F portfolio, value $2,218,753.

    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 10,122 shares
    Change vs previous 13F -2,705 shares

    0.78% of the 13F portfolio, value $2,933,539.

    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 12,827 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $3,632,061.

    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).