BLW — BLACKROCK LTD DURATION INCOM

Ownership history in Fortitude Advisory Group L.L.C.  ·  16 quarters on record

AI Ownership Summary

Fortitude Advisory Group L.L.C. reported BLACKROCK LTD DURATION INCOM (BLW) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.14% in 2025 Q1. The latest visible filing shows BLW at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BLW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fortitude Advisory Group L.L.C.'s position in BLACKROCK LTD DURATION INCOM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BLW was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BLW stock page Fortitude Advisory Group L.L.C. fund profile Fortitude Advisory Group L.L.C. full holdings
How Fortitude Advisory Group L.L.C. held BLW — position size vs. price
% of Fund (quarterly)    BLW price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 14,853 — 0% 0.09% $204K 2026-02-14 (Est.) $13.62
2025 Q3 UNCHANGED 14,853 — 0% 0.11% $208K 2025-11-05 $13.37
2025 Q2 UNCHANGED 14,853 — 0% 0.12% $211K 2025-07-22 $13.24
2025 Q1 UNCHANGED 14,853 — 0% 0.14% $198K 2025-04-17 $12.25
2024 Q4 UNCHANGED 14,853 — 0% 0.13% $210K 2025-01-22 $12.71
2024 Q3 UNCHANGED 14,853 — 0% 0.14% $215K 2024-11-13 $12.38
2024 Q2 UNCHANGED 14,853 — 0% 0.12% $207K 2024-07-25 $11.90
2024 Q1 ADDED 14,853 +2,149 +16.9% 0.12% $208K 2024-05-02 $11.23
2023 Q4 UNCHANGED 12,704 — 0% 0.11% $178K 2024-02-06 $11.28
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BLW

As of 2025 Q4 — sorted by position size

Blue Zone Wealth Advisors, LLC 3Y 0.72% Smith Asset Management Co., LLC 0.62% Verity Asset Management, Inc. 3Y 7Y 0.35% ORLEANS CAPITAL MANAGEMENT CORP/LA 3Y 7Y 0.23% Peregrine Asset Advisers, Inc. 3Y 7Y 0.23% Pointe Capital Management LLC 3Y 7Y 0.18% Virtus Investment Advisers, LLC 3Y 7Y 0.13% Ethos Financial Group, LLC 3Y 0.12% Venture Visionary Partners LLC 3Y 0.12% NBC SECURITIES, INC. 0.08%

FAQ About Fortitude Advisory Group L.L.C. and BLW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fortitude Advisory Group L.L.C. reported owning BLW?

Fortitude Advisory Group L.L.C. reported BLW across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BLW position in Fortitude Advisory Group L.L.C.'s portfolio?

The largest reported portfolio weight for BLW was 0.14% in 2025 Q1.

What is the latest reported BLW position on this page?

The most recent filing on this page is 2025 Q4, when Fortitude Advisory Group L.L.C. reported 14,853 shares, equal to 0.09% of portfolio, with an estimated market value of $204K.

What does the chart on this BLW ownership page compare?

The chart compares Fortitude Advisory Group L.L.C.'s quarterly BLW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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