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Fortune Financial Advisors, LLC: IJR position timeline

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

Fortune Financial Advisors, LLC held 4,634 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,634 shares
    Change vs previous 13F -141 shares

    0.29% of the 13F portfolio, value $687,275.

    13F-HR 0001961828-26-000008 filed by Fortune Financial Advisors, 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 4,775 shares
    Change vs previous 13F -442 shares

    0.3% of the 13F portfolio, value $593,638.

    13F-HR 0001961828-26-000004 filed by Fortune Financial Advisors, 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 5,217 shares
    Change vs previous 13F -644 shares

    0.42% of the 13F portfolio, value $626,978.

    13F-HR 0001961828-26-000002 filed by Fortune Financial Advisors, 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 5,861 shares
    Change vs previous 13F -1,887 shares

    0.52% of the 13F portfolio, value $696,522.

    13F-HR 0001961828-25-000005 filed by Fortune Financial Advisors, 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 7,748 shares
    Change vs previous 13F -118 shares

    0.68% of the 13F portfolio, value $846,814.

    13F-HR 0001085146-25-003876 filed by Fortune Financial Advisors, 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 7,866 shares
    Change vs previous 13F -211 shares

    0.71% of the 13F portfolio, value $822,570.

    13F-HR 0001085146-25-002423 filed by Fortune Financial Advisors, 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 8,077 shares
    Change vs previous 13F -97 shares

    0.85% of the 13F portfolio, value $930,643.

    13F-HR 0001085146-25-000439 filed by Fortune Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,174 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $956,051.

    13F-HR 0001085146-24-005118 filed by Fortune Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).