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Disclosery

Fortitude Family Office, LLC: XLU position timeline

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

Fortitude Family Office, LLC held 5,359 XLU 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 5,359 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $211,359.

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

  2. period ended2026-06-30
    13F 5,359 shares
    Change vs previous 13F -975 shares

    0.05% of the 13F portfolio, value $242,977.

    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 6,334 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $290,667.

    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 6,334 shares
    Change vs previous 13F +3,167 shares

    0.06% of the 13F portfolio, value $270,398.

    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 3,167 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $276,194.

    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 3,167 shares
    Change vs previous 13F -38 shares

    0.09% of the 13F portfolio, value $258,617.

    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 3,205 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $252,714.

    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 3,205 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $242,586.

    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).