Fortune Financial Group, Inc.: SCHV position timeline

Fortune Financial Group, Inc. held 15,271 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 15,271 shares

   Change vs previous 13F -15,171 shares

   0.42% of the 13F portfolio, value $531,583.

   13F-HR 0002106311-26-000003 filed by Fortune Financial Group, Inc.
   Filed 2026-07-27 (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 30,442 shares

   Change vs previous 13F +15,221 shares

   0.84% of the 13F portfolio, value $928,482.

   13F-HR 0002106311-26-000002 filed by Fortune Financial Group, Inc.
   Filed 2026-04-23 (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 15,221 shares

   Change vs previous 13F not available

   0.47% of the 13F portfolio, value $476,000.

   13F-HR 0002106311-26-000001 filed by Fortune Financial Group, Inc.
   Filed 2026-02-11 (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).