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Disclosery

FIRST TRUST ADVISORS LP: CURB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on CURB, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 502,192 CURB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 502,192 shares
    Change vs previous 13F +194,048 shares

    0.01% of the 13F portfolio, value $15,266,636.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    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 308,144 shares
    Change vs previous 13F +247,797 shares

    0.01% of the 13F portfolio, value $7,947,033.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    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 60,347 shares
    Change vs previous 13F +45,701 shares

    <0.01% of the 13F portfolio, value $1,400,653.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    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 14,646 shares
    Change vs previous 13F -507 shares

    <0.01% of the 13F portfolio, value $326,605.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    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 15,153 shares
    Change vs previous 13F -38,120 shares

    <0.01% of the 13F portfolio, value $345,942.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    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 53,273 shares
    Change vs previous 13F +35,218 shares

    <0.01% of the 13F portfolio, value $1,288,673.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    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 18,055 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $419,237.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).