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Disclosery

Fortitude Financial, LLC: SPY position timeline

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

Fortitude Financial, LLC held 927 SPY 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 927 shares
    Change vs previous 13F -111,934 shares

    0.62% of the 13F portfolio, value $692,256.

    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 112,861 shares
    Change vs previous 13F +111,855 shares

    38.84% of the 13F portfolio, value $73,398,023.

    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 1,006 shares
    Change vs previous 13F -44,027 shares

    0.58% of the 13F portfolio, value $686,012.

    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 45,033 shares
    Change vs previous 13F -11,057 shares

    2.32% of the 13F portfolio, value $2,817,774.

    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 56,090 shares
    Change vs previous 13F +54,566 shares

    2.93% of the 13F portfolio, value $3,295,592.

    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 1,524 shares
    Change vs previous 13F -2 shares

    0.81% of the 13F portfolio, value $852,510.

    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 1,526 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $894,358.

    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).