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CURTIS WEALTH MANAGEMENT LLC: IALT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CURTIS WEALTH MANAGEMENT LLC on IALT, newest first. How the timeline and the estimate are built.

CURTIS WEALTH MANAGEMENT LLC held 180,588 IALT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 180,588 shares
    Change vs previous 13F not available

    4.29% of the 13F portfolio, value $5,065,506.

    13F-HR 0002108708-26-000003 filed by CURTIS WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).