Fortitude Advisory Group L.L.C.: IJR 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 IJR, newest first. How the timeline and the estimate are built.
Fortitude Advisory Group L.L.C. held 6,129 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 6,129 sharesChange vs previous 13F +1,526 shares
0.35% of the 13F portfolio, value $909,002.
13F-HR 0001928999-26-000004 filed by Fortitude Advisory Group L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,603 sharesChange vs previous 13F -536 shares
0.26% of the 13F portfolio, value $572,213.
13F-HR 0001928999-26-000003 filed by Fortitude Advisory Group L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,139 sharesChange vs previous 13F +1,821 shares
0.26% of the 13F portfolio, value $617,605.
13F-HR 0001928999-26-000002 filed by Fortitude Advisory Group L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,318 sharesChange vs previous 13F -223 shares
0.21% of the 13F portfolio, value $394,278.
13F-HR 0001928999-25-000006 filed by Fortitude Advisory Group L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,541 sharesChange vs previous 13F +155 shares
0.22% of the 13F portfolio, value $386,996.
13F-HR 0001928999-25-000003 filed by Fortitude Advisory Group L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,386 sharesChange vs previous 13F -9 shares
0.23% of the 13F portfolio, value $322,618.
13F-HR 0001928999-25-000002 filed by Fortitude Advisory Group L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,395 sharesChange vs previous 13F +12 shares
0.24% of the 13F portfolio, value $391,172.
13F-HR 0001928999-25-000001 filed by Fortitude Advisory Group L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,383 sharesChange vs previous 13F not available
0.25% of the 13F portfolio, value $395,676.
13F-HR 0001928999-24-000006 filed by Fortitude Advisory Group L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).