Fortune Financial Group, Inc.: SWVXX position timeline

Fortune Financial Group, Inc. held 1,868,224 SWVXX 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 1,868,224 shares

   Change vs previous 13F -1,442,656 shares

   1.46% of the 13F portfolio, value $1,868,224.

   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 3,310,880 shares

   Change vs previous 13F +1,151,840 shares

   2.98% of the 13F portfolio, value $3,310,880.

   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 2,159,040 shares

   Change vs previous 13F not available

   2.34% of the 13F portfolio, value $2,376,000.

   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).