Fortune Financial Group, Inc.: XLU position timeline

Fortune Financial Group, Inc. held 16,066 XLU 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 16,066 shares

   Change vs previous 13F +608 shares

   0.57% of the 13F portfolio, value $728,432.

   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 15,458 shares

   Change vs previous 13F +922 shares

   0.64% of the 13F portfolio, value $709,368.

   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 14,536 shares

   Change vs previous 13F not available

   0.62% of the 13F portfolio, value $630,000.

   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).