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Disclosery

Fortitude Advisory Group L.L.C.: IBM 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 IBM, newest first. How the timeline and the estimate are built.

Fortitude Advisory Group L.L.C. held 4,371 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,371 shares
    Change vs previous 13F +400 shares

    0.47% of the 13F portfolio, value $1,229,292.

    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).

  2. period ended2026-03-31
    13F 3,971 shares
    Change vs previous 13F +52 shares

    0.43% of the 13F portfolio, value $962,411.

    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).

  3. period ended2025-12-31
    13F 3,919 shares
    Change vs previous 13F +79 shares

    0.49% of the 13F portfolio, value $1,160,851.

    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).

  4. period ended2025-09-30
    13F 3,840 shares
    Change vs previous 13F -283 shares

    0.58% of the 13F portfolio, value $1,083,451.

    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).

  5. period ended2025-06-30
    13F 4,123 shares
    Change vs previous 13F +528 shares

    0.69% of the 13F portfolio, value $1,215,441.

    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).

  6. period ended2025-03-31
    13F 3,595 shares
    Change vs previous 13F -6 shares

    0.62% of the 13F portfolio, value $857,659.

    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).

  7. period ended2024-12-31
    13F 3,601 shares
    Change vs previous 13F +8 shares

    0.48% of the 13F portfolio, value $791,559.

    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).

  8. period ended2024-09-30
    13F 3,593 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $794,264.

    13F-HR 0001928999-24-000006 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).