Fortune Financial Advisors, LLC: IVV position timeline

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

Fortune Financial Advisors, LLC held 682 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

period ended2026-06-30
13F 682 shares
Change vs previous 13F 0 shares
0.22% of the 13F portfolio, value $510,730.
13F-HR 0001961828-26-000008 filed by Fortune Financial Advisors, LLC
Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 682 shares
Change vs previous 13F 0 shares
0.23% of the 13F portfolio, value $445,363.
13F-HR 0001961828-26-000004 filed by Fortune Financial Advisors, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 682 shares
Change vs previous 13F +1 shares
0.31% of the 13F portfolio, value $466,875.
13F-HR 0001961828-26-000002 filed by Fortune Financial Advisors, LLC
Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 681 shares
Change vs previous 13F 0 shares
0.34% of the 13F portfolio, value $456,060.
13F-HR 0001961828-25-000005 filed by Fortune Financial Advisors, LLC
Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 681 shares
Change vs previous 13F -19 shares
0.34% of the 13F portfolio, value $422,959.
13F-HR 0001085146-25-003876 filed by Fortune Financial Advisors, LLC
Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 700 shares
Change vs previous 13F +84 shares
0.34% of the 13F portfolio, value $393,330.
13F-HR 0001085146-25-002423 filed by Fortune Financial Advisors, LLC
Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 616 shares
Change vs previous 13F 0 shares
0.33% of the 13F portfolio, value $362,627.
13F-HR 0001085146-25-000439 filed by Fortune Financial Advisors, LLC
Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 616 shares
Change vs previous 13F not available
0.32% of the 13F portfolio, value $355,321.
13F-HR 0001085146-24-005118 filed by Fortune Financial Advisors, LLC
Filed 2024-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).