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Disclosery

Fortitude Financial, LLC: SPDW position timeline

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

Fortitude Financial, LLC held 169,276 SPDW 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 169,276 shares
    Change vs previous 13F -23,228 shares

    7.66% of the 13F portfolio, value $8,529,838.

    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 192,504 shares
    Change vs previous 13F -3,871 shares

    4.65% of the 13F portfolio, value $8,787,808.

    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 196,375 shares
    Change vs previous 13F +196,375 shares

    7.4% of the 13F portfolio, value $8,721,014.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -227,288 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 227,288 shares
    Change vs previous 13F +18,999 shares

    7.88% of the 13F portfolio, value $8,275,562.

    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).

  6. period ended2024-12-31
    13F 208,289 shares
    Change vs previous 13F not available

    3.97% of the 13F portfolio, value $7,108,904.

    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).