Curtis Advisory Group, LLC

Business address
735 State Street, Suite 214, Santa Barbara, CA, 93101
Top securities (13F)
NVDA, SPY, SCHG, IWF, SPLG, AMZN, VGT, JEPI, QQQ, PKW, HELO, CLIP, SHYG, VCSH, SCHD, AIQ, SCHZ, BRKB, VONG, and DIA
State of incorporation
CA
Fiscal year end
31 December
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Curtis Advisory Group, LLC has filed 25 SEC EDGAR filings since 07 Feb 2020

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 10 Nov 2025 30 Sep 2025 028-19800
N-PX Open Document Open Filing 11 Sep 2025 30 Jun 2025 028-19800
13F-HR Open Document Open Filing 07 Aug 2025 30 Jun 2025 028-19800
13F-HR Open Document Open Filing 01 May 2025 31 Mar 2025 028-19800
13F-HR Open Document Open Filing 04 Feb 2025 31 Dec 2024 028-19800
13F-HR Open Document Open Filing 05 Nov 2024 30 Sep 2024 028-19800
13F-HR Open Document Open Filing 30 Jul 2024 30 Jun 2024 028-19800
13F-HR Open Document Open Filing 30 Apr 2024 31 Mar 2024 028-19800
13F-HR Open Document Open Filing 29 Jan 2024 31 Dec 2023 028-19800
13F-HR Open Document Open Filing 01 Nov 2023 30 Sep 2023 028-19800
13F-HR Open Document Open Filing 08 Aug 2023 30 Jun 2023 028-19800
13F-HR Open Document Open Filing 08 May 2023 31 Mar 2023 028-19800
13F-HR Open Document Open Filing 30 Jan 2023 31 Dec 2022 028-19800
13F-HR Open Document Open Filing 08 Nov 2022 30 Sep 2022 028-19800
13F-HR Open Document Open Filing 10 Aug 2022 30 Jun 2022 028-19800
13F-HR Open Document Open Filing 05 May 2022 31 Mar 2022 028-19800
13F-HR Open Document Open Filing 08 Feb 2022 31 Dec 2021 028-19800
13F-HR Open Document Open Filing 12 Nov 2021 30 Sep 2021 028-19800
13F-HR Open Document Open Filing 27 Jul 2021 30 Jun 2021 028-19800
13F-HR Open Document Open Filing 04 May 2021 31 Mar 2021 028-19800
13F-HR Open Document Open Filing 01 Feb 2021 31 Dec 2020 028-19800
13F-HR Open Document Open Filing 03 Nov 2020 30 Sep 2020 028-19800
13F-HR Open Document Open Filing 20 Jul 2020 30 Jun 2020 028-19800
13F-HR Open Document Open Filing 15 May 2020 31 Mar 2020 028-19800
13F-HR Open Document Open Filing 07 Feb 2020 31 Dec 2019 028-19800