Skip to content
Disclosery

Fortitude Financial, LLC: FDVV position timeline

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

Fortitude Financial, LLC held 4,972 FDVV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,972 shares
    Change vs previous 13F -38,277 shares

    0.27% of the 13F portfolio, value $299,762.

    13F-HR 0002085853-26-000676 filed by Fortitude Financial, LLC
    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 43,249 shares
    Change vs previous 13F -643 shares

    1.26% of the 13F portfolio, value $2,389,075.

    13F-HR 0002085853-26-000482 filed by Fortitude Financial, LLC
    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 43,892 shares
    Change vs previous 13F +37,570 shares

    2.11% of the 13F portfolio, value $2,488,237.

    13F-HR 0002085853-26-000099 filed by Fortitude Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 6,322 shares
    Change vs previous 13F -687 shares

    0.24% of the 13F portfolio, value $293,467.

    13F-HR 0002085853-25-000068 filed by Fortitude Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 7,009 shares
    Change vs previous 13F -39,310 shares

    0.27% of the 13F portfolio, value $306,644.

    13F-HR 0002085853-25-000006 filed by Fortitude Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 46,319 shares
    Change vs previous 13F 0 shares

    2.19% of the 13F portfolio, value $2,297,425.

    13F-HR 0001667731-25-000680 filed by Fortitude Financial, LLC
    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 46,319 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $2,313,171.

    13F-HR 0001667731-25-000671 filed by Fortitude Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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