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Disclosery

Fortitude Advisory Group L.L.C.: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fortitude Advisory Group L.L.C. on AGG, newest first. How the timeline and the estimate are built.

Fortitude Advisory Group L.L.C. held 8,442 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,442 shares
    Change vs previous 13F -124 shares

    0.3% of the 13F portfolio, value $798,066.

    13F-HR 0001928999-26-000006 filed by Fortitude Advisory Group L.L.C.
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,566 shares
    Change vs previous 13F +107 shares

    0.32% of the 13F portfolio, value $847,863.

    13F-HR 0001928999-26-000004 filed by Fortitude Advisory Group L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,459 shares
    Change vs previous 13F +1,132 shares

    0.38% of the 13F portfolio, value $839,723.

    13F-HR 0001928999-26-000003 filed by Fortitude Advisory Group L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,327 shares
    Change vs previous 13F +736 shares

    0.31% of the 13F portfolio, value $731,819.

    13F-HR 0001928999-26-000002 filed by Fortitude Advisory Group L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,591 shares
    Change vs previous 13F +296 shares

    0.36% of the 13F portfolio, value $660,746.

    13F-HR 0001928999-25-000006 filed by Fortitude Advisory Group L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,295 shares
    Change vs previous 13F +93 shares

    0.36% of the 13F portfolio, value $624,462.

    13F-HR 0001928999-25-000003 filed by Fortitude Advisory Group L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,202 shares
    Change vs previous 13F -111 shares

    0.44% of the 13F portfolio, value $608,538.

    13F-HR 0001928999-25-000002 filed by Fortitude Advisory Group L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,313 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $611,728.

    13F-HR 0001928999-25-000001 filed by Fortitude Advisory Group L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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