Position in BB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$144,210
+$111,810 QoQ
Shares Held
11,400
+14.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#200
of 283 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Fortune Financial Advisors, LLC holds $4,340,311 across 2 Software - Infrastructure names. BB ranks #2 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,249 | $4,196,101 | |
| 2 | BB |
BLACKBERRY Ltd
This page
|
11,400 | $144,210 |
All Filings in BB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $144,210 | 11,400 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $32,400 | 10,000 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $60,640 | 16,000 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $81,008 | 16,600 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $76,028 | 16,600 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $62,582 | 16,600 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $61,614 | 16,300 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $42,968 | 16,400 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $54,312 | 21,900 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $68,172 | 24,700 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $77,526 | 21,900 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $103,149 | 21,900 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $154,287 | 27,900 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||