Skip to content
Disclosery

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

Fortitude Advisory Group L.L.C. held 21,943 IEF 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 21,943 shares
    Change vs previous 13F -3,948 shares

    0.79% of the 13F portfolio, value $2,075,150.

    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 25,891 shares
    Change vs previous 13F -789 shares

    1.11% of the 13F portfolio, value $2,471,037.

    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 26,680 shares
    Change vs previous 13F +499 shares

    1.09% of the 13F portfolio, value $2,565,549.

    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 26,181 shares
    Change vs previous 13F +2,248 shares

    1.36% of the 13F portfolio, value $2,525,419.

    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 23,933 shares
    Change vs previous 13F -1,071 shares

    1.31% of the 13F portfolio, value $2,292,063.

    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 25,004 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $2,374,130.

    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).