Fortune Financial Advisors, LLC: VTIP position timeline

Fortune Financial Advisors, LLC held 76,835 VTIP 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 76,835 shares

   Change vs previous 13F +7,011 shares

   1.65% of the 13F portfolio, value $3,859,418.

   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).

2. period ended2026-03-31

   13F 69,824 shares

   Change vs previous 13F +3,034 shares

   1.78% of the 13F portfolio, value $3,487,711.

   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).

3. period ended2025-12-31

   13F 66,790 shares

   Change vs previous 13F +3,934 shares

   2.23% of the 13F portfolio, value $3,303,435.

   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).

4. period ended2025-09-30

   13F 62,856 shares

   Change vs previous 13F +1,167 shares

   2.39% of the 13F portfolio, value $3,182,409.

   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).

5. period ended2025-06-30

   13F 61,689 shares

   Change vs previous 13F +4,092 shares

   2.49% of the 13F portfolio, value $3,101,129.

   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).

6. period ended2025-03-31

   13F 57,597 shares

   Change vs previous 13F +4,641 shares

   2.48% of the 13F portfolio, value $2,874,082.

   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).

7. period ended2024-12-31

   13F 52,956 shares

   Change vs previous 13F +9,173 shares

   2.33% of the 13F portfolio, value $2,564,122.

   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).

8. period ended2024-09-30

   13F 43,783 shares

   Change vs previous 13F not available

   1.96% of the 13F portfolio, value $2,158,916.

   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).