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CURTIS WEALTH MANAGEMENT LLC: IEV position timeline

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

CURTIS WEALTH MANAGEMENT LLC held 6,933 IEV 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 6,933 shares
    Change vs previous 13F -88 shares

    0.43% of the 13F portfolio, value $505,095.

    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 §4.2).

  2. period ended2026-03-31
    13F 7,021 shares
    Change vs previous 13F -497 shares

    0.45% of the 13F portfolio, value $477,031.

    13F-HR 0002108708-26-000002 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 §4.2).

  3. period ended2025-12-31
    13F 7,518 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $538,991.

    13F-HR 0002108708-26-000001 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 §4.2).