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Disclosery

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

Fortitude Advisory Group L.L.C. held 24,954 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,954 shares
    Change vs previous 13F +4,475 shares

    0.31% of the 13F portfolio, value $811,741.

    13F-HR 0001928999-26-000006 filed by Fortitude Advisory Group L.L.C.
    Accepted , ingested

  2. period ended2026-06-30
    13F 20,479 shares
    Change vs previous 13F +6,130 shares

    0.25% of the 13F portfolio, value $649,381.

    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).

  3. period ended2026-03-31
    13F 14,349 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $440,229.

    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).