Fortune Financial Group, Inc.: USFR position timeline

Fortune Financial Group, Inc. held 144,774 USFR 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 144,774 shares

   Change vs previous 13F -162,980 shares

   5.71% of the 13F portfolio, value $7,289,363.

   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 307,754 shares

   Change vs previous 13F +151,334 shares

   13.95% of the 13F portfolio, value $15,492,336.

   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 156,420 shares

   Change vs previous 13F not available

   7.74% of the 13F portfolio, value $7,871,000.

   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).