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Curtis Advisory Group, LLC → PBAM
Curtis Advisory Group, LLC PBAM Position History
Private Bancorp of America, Inc. • Financial Services
Quarters held
1
Latest value
$219K
Q3 2026
Peak value
$219K
First seen
Q3 2026
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $219K | 2.6K | — | — |