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Disclosery

Fortitude Financial, LLC: SPYM position timeline

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

Fortitude Financial, LLC held 188,087 SPYM 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 188,087 shares
    Change vs previous 13F -23,619 shares

    14.85% of the 13F portfolio, value $16,529,128.

    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 211,706 shares
    Change vs previous 13F -11,652 shares

    8.57% of the 13F portfolio, value $16,203,977.

    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 223,358 shares
    Change vs previous 13F +223,358 shares

    15.2% of the 13F portfolio, value $17,917,779.

    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 -436,977 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 436,977 shares
    Change vs previous 13F +220,281 shares

    27.37% of the 13F portfolio, value $28,735,615.

    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 216,696 shares
    Change vs previous 13F not available

    8.35% of the 13F portfolio, value $14,939,022.

    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).