Fortune Financial Advisors, LLC: VIG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fortune Financial Advisors, LLC on VIG, newest first. How the timeline and the estimate are built.
Fortune Financial Advisors, LLC held 2,961 VIG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 2,961 sharesChange vs previous 13F +7 shares
0.3% of the 13F portfolio, value $700,655.
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 2,954 sharesChange vs previous 13F -264 shares
0.32% of the 13F portfolio, value $635,349.
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 3,218 sharesChange vs previous 13F +13 shares
0.48% of the 13F portfolio, value $707,250.
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 3,205 sharesChange vs previous 13F +171 shares
0.52% of the 13F portfolio, value $691,650.
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 3,034 sharesChange vs previous 13F 0 shares
0.5% of the 13F portfolio, value $621,000.
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 3,034 sharesChange vs previous 13F +1,886 shares
0.51% of the 13F portfolio, value $588,595.
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 ended2024-12-3113F 1,148 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $224,813.
13F-HR 0001085146-25-000439 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).