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

Fortitude Advisory Group L.L.C. held 56,400 SCHX 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 56,400 shares
    Change vs previous 13F +11 shares

    0.63% of the 13F portfolio, value $1,659,844.

    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 56,389 shares
    Change vs previous 13F +84 shares

    0.65% of the 13F portfolio, value $1,445,814.

    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 56,305 shares
    Change vs previous 13F +1,825 shares

    0.64% of the 13F portfolio, value $1,515,168.

    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 54,480 shares
    Change vs previous 13F -787 shares

    0.77% of the 13F portfolio, value $1,435,003.

    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 55,267 shares
    Change vs previous 13F +1,122 shares

    0.77% of the 13F portfolio, value $1,350,725.

    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 54,145 shares
    Change vs previous 13F +173 shares

    0.81% of the 13F portfolio, value $1,124,050.

    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 53,972 shares
    Change vs previous 13F +36,351 shares

    0.75% of the 13F portfolio, value $1,251,071.

    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 17,621 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,195,585.

    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).