Fortune Financial Advisors, LLC: SPY position timeline

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

Fortune Financial Advisors, LLC held 2,030 SPY 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 2,030 shares
Change vs previous 13F -14 shares
0.65% of the 13F portfolio, value $1,515,783.
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 2,044 shares
Change vs previous 13F -55 shares
0.68% of the 13F portfolio, value $1,329,362.
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 2,099 shares
Change vs previous 13F -21 shares
0.97% of the 13F portfolio, value $1,431,574.
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 2,120 shares
Change vs previous 13F -9 shares
1.06% of the 13F portfolio, value $1,412,015.
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 2,129 shares
Change vs previous 13F +23 shares
1.06% of the 13F portfolio, value $1,315,312.
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 2,106 shares
Change vs previous 13F -18 shares
1.02% of the 13F portfolio, value $1,178,100.
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 2,124 shares
Change vs previous 13F -11 shares
1.13% of the 13F portfolio, value $1,244,957.
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 2,135 shares
Change vs previous 13F not available
1.11% of the 13F portfolio, value $1,225,201.
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).