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Disclosery

Fortitude Financial, LLC: SPYV position timeline

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

Fortitude Financial, LLC held 3,876 SPYV 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 3,876 shares
    Change vs previous 13F -1,851 shares

    0.21% of the 13F portfolio, value $235,622.

    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 5,727 shares
    Change vs previous 13F -839 shares

    0.17% of the 13F portfolio, value $324,034.

    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 6,566 shares
    Change vs previous 13F +6,566 shares

    0.32% of the 13F portfolio, value $373,014.

    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 -9,110 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 9,110 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $465,248.

    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 9,110 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $465,885.

    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).