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Disclosery

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

Fortitude Advisory Group L.L.C. held 7,861 SPY 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 7,861 shares
    Change vs previous 13F -1,141 shares

    2.24% of the 13F portfolio, value $5,870,361.

    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 9,002 shares
    Change vs previous 13F -645 shares

    2.64% of the 13F portfolio, value $5,854,361.

    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 9,647 shares
    Change vs previous 13F -123 shares

    2.79% of the 13F portfolio, value $6,578,482.

    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 9,770 shares
    Change vs previous 13F -631 shares

    3.5% of the 13F portfolio, value $6,508,579.

    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 10,401 shares
    Change vs previous 13F -34 shares

    3.67% of the 13F portfolio, value $6,426,256.

    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 10,435 shares
    Change vs previous 13F -1,058 shares

    3.94% of the 13F portfolio, value $5,485,445.

    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 11,493 shares
    Change vs previous 13F -65 shares

    4.06% of the 13F portfolio, value $6,735,628.

    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 11,558 shares
    Change vs previous 13F not available

    4.18% of the 13F portfolio, value $6,631,545.

    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).