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Disclosery

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

Fortitude Advisory Group L.L.C. held 16,921 SCHA 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 16,921 shares
    Change vs previous 13F +2 shares

    0.23% of the 13F portfolio, value $611,356.

    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 16,919 shares
    Change vs previous 13F +10 shares

    0.22% of the 13F portfolio, value $492,005.

    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 16,909 shares
    Change vs previous 13F -1,207 shares

    0.2% of the 13F portfolio, value $481,568.

    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 18,116 shares
    Change vs previous 13F -377 shares

    0.27% of the 13F portfolio, value $505,436.

    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 18,493 shares
    Change vs previous 13F +614 shares

    0.27% of the 13F portfolio, value $467,873.

    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 17,879 shares
    Change vs previous 13F -44 shares

    0.28% of the 13F portfolio, value $387,259.

    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 17,923 shares
    Change vs previous 13F +9,097 shares

    0.28% of the 13F portfolio, value $463,489.

    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 8,826 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $454,539.

    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).