Fortune Financial Advisors, LLC: AVUV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fortune Financial Advisors, LLC on AVUV, newest first. How the timeline and the estimate are built.
Fortune Financial Advisors, LLC held 10,062 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 10,062 sharesChange vs previous 13F +1,098 shares
0.54% of the 13F portfolio, value $1,255,380.
13F-HR 0001961828-26-000008 filed by Fortune Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,964 sharesChange vs previous 13F +1,539 shares
0.5% of the 13F portfolio, value $990,266.
13F-HR 0001961828-26-000004 filed by Fortune Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,425 sharesChange vs previous 13F +551 shares
0.51% of the 13F portfolio, value $757,212.
13F-HR 0001961828-26-000002 filed by Fortune Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,874 sharesChange vs previous 13F +1,509 shares
0.51% of the 13F portfolio, value $684,154.
13F-HR 0001961828-25-000005 filed by Fortune Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,365 sharesChange vs previous 13F +37 shares
0.39% of the 13F portfolio, value $488,790.
13F-HR 0001085146-25-003876 filed by Fortune Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,328 sharesChange vs previous 13F +5,328 shares
0.4% of the 13F portfolio, value $464,466.
13F-HR 0001085146-25-002423 filed by Fortune Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001085146-24-005118 filed by Fortune Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.