Curtis Advisory Group, LLC: VXF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Curtis Advisory Group, LLC on VXF, newest first. How the timeline and the estimate are built.
Curtis Advisory Group, LLC held 19,923 VXF shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 19,923 sharesChange vs previous 13F -645 shares
0.95% of the 13F portfolio, value $4,905,242.
13F-HR 0001664656-26-000004 filed by Curtis Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 20,568 sharesChange vs previous 13F -305 shares
0.91% of the 13F portfolio, value $4,232,894.
13F-HR 0001664656-26-000003 filed by Curtis Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 20,873 sharesChange vs previous 13F +3,116 shares
0.92% of the 13F portfolio, value $4,364,962.
13F-HR 0001664656-26-000002 filed by Curtis Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 17,757 sharesChange vs previous 13F -9,525 shares
0.84% of the 13F portfolio, value $3,717,250.
13F-HR 0001664656-25-000009 filed by Curtis Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 27,282 sharesChange vs previous 13F +9,503 shares
1.32% of the 13F portfolio, value $5,257,514.
13F-HR 0001664656-25-000005 filed by Curtis Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 17,779 sharesChange vs previous 13F -500 shares
0.9% of the 13F portfolio, value $3,062,611.
13F-HR 0001664656-25-000004 filed by Curtis Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 18,279 sharesChange vs previous 13F +500 shares
0.92% of the 13F portfolio, value $3,472,644.
13F-HR 0001664656-25-000001 filed by Curtis Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 17,779 sharesChange vs previous 13F not available
0.92% of the 13F portfolio, value $3,235,600.
13F-HR 0001664656-24-000005 filed by Curtis Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).