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Disclosery

Fortitude Family Office, LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fortitude Family Office, LLC on IVV, newest first. How the timeline and the estimate are built.

Fortitude Family Office, LLC held 66,501 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 66,501 shares
    Change vs previous 13F +4,477 shares

    8.75% of the 13F portfolio, value $50,929,656.

    13F-HR 0001950506-26-000006 filed by Fortitude Family Office, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 62,024 shares
    Change vs previous 13F +6,374 shares

    9.06% of the 13F portfolio, value $46,449,147.

    13F-HR 0001950506-26-000004 filed by Fortitude Family Office, LLC
    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 55,650 shares
    Change vs previous 13F +5,007 shares

    8.17% of the 13F portfolio, value $36,351,077.

    13F-HR 0001950506-26-000003 filed by Fortitude Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 50,643 shares
    Change vs previous 13F +1,412 shares

    8.12% of the 13F portfolio, value $34,687,654.

    13F-HR 0001950506-26-000002 filed by Fortitude Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 49,231 shares
    Change vs previous 13F +5,800 shares

    8.92% of the 13F portfolio, value $32,950,402.

    13F-HR 0001950506-25-000008 filed by Fortitude Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 43,431 shares
    Change vs previous 13F -13,353 shares

    8.92% of the 13F portfolio, value $26,966,024.

    13F-HR 0001950506-25-000006 filed by Fortitude Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 56,784 shares
    Change vs previous 13F +8,496 shares

    11.41% of the 13F portfolio, value $31,906,672.

    13F-HR 0001950506-25-000003 filed by Fortitude Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 48,288 shares
    Change vs previous 13F not available

    10.15% of the 13F portfolio, value $28,426,438.

    13F-HR 0001950506-25-000001 filed by Fortitude Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).