Skip to content
Disclosery

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

Fortitude Advisory Group L.L.C. held 2,323 IVV 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 2,323 shares
    Change vs previous 13F -94 shares

    0.66% of the 13F portfolio, value $1,739,608.

    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 2,417 shares
    Change vs previous 13F -181 shares

    0.71% of the 13F portfolio, value $1,579,135.

    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 2,598 shares
    Change vs previous 13F -61 shares

    0.76% of the 13F portfolio, value $1,779,223.

    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 2,659 shares
    Change vs previous 13F -14 shares

    0.96% of the 13F portfolio, value $1,779,619.

    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 2,673 shares
    Change vs previous 13F +217 shares

    0.95% of the 13F portfolio, value $1,659,557.

    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 2,456 shares
    Change vs previous 13F -170 shares

    0.93% of the 13F portfolio, value $1,296,889.

    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 2,626 shares
    Change vs previous 13F -40 shares

    0.93% of the 13F portfolio, value $1,545,596.

    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 2,666 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,537,673.

    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).