Skip to content
Disclosery

Fortune Financial Advisors, LLC: USMV position timeline

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

Fortune Financial Advisors, LLC held 126,013 USMV 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 126,013 shares
    Change vs previous 13F -1,066 shares

    5.2% of the 13F portfolio, value $12,155,204.

    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 127,079 shares
    Change vs previous 13F +1,680 shares

    6.01% of the 13F portfolio, value $11,785,332.

    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 125,399 shares
    Change vs previous 13F -2,099 shares

    7.96% of the 13F portfolio, value $11,807,526.

    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 127,498 shares
    Change vs previous 13F +991 shares

    9.13% of the 13F portfolio, value $12,130,137.

    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 126,507 shares
    Change vs previous 13F +3,666 shares

    9.55% of the 13F portfolio, value $11,875,249.

    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 122,841 shares
    Change vs previous 13F +543 shares

    9.92% of the 13F portfolio, value $11,505,292.

    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 122,298 shares
    Change vs previous 13F +4,427 shares

    9.87% of the 13F portfolio, value $10,858,854.

    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 117,871 shares
    Change vs previous 13F not available

    9.75% of the 13F portfolio, value $10,762,760.

    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).