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Fortitude Family Office, LLC → BWIN
Fortitude Family Office, LLC BWIN Position History
The Baldwin Insurance Group, Inc. • Financial Services
Quarters held
3
Latest value
$12K
Q3 2026
Peak value
$12K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $564 |
| Q2 2026 | $5K |
| Q3 2026 | $12K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12K | 391 | — | — |
| Q2 2026 | $5K | 172 | — | — |
| Q3 2025 | $564 | 20 | — | — |
Other funds holding BWIN
$149.9M
$134.5M
$128.9M
$116.7M
$115.6M
$102.3M
$95M
$94.3M
Other Fortitude Family Office, LLC positions
ETHA
$50.9MISHARES CORE S&P 500 ETF
ETHA
$46.4MISHARES CORE S&P 500 ETF
VGES
$37.3MVANGUARD 0-3 MONTH TREASURY BILL ETF
ETHA
$36.4MISHARES CORE S&P 500 ETF
ETHA
$34.7MISHARES CORE S&P 500 ETF
ETHA
$33MISHARES CORE S&P 500 ETF
ETHA
$30.4MISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
VGES
$29.8MVANGUARD 0-3 MONTH TREASURY BILL ETF