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Fortis Advisors, LLC: BSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fortis Advisors, LLC on BSV, newest first. How the timeline and the estimate are built.

Fortis Advisors, LLC held 108,249 BSV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,249 shares
    Change vs previous 13F -1,107 shares

    3.95% of the 13F portfolio, value $8,433,651.

    13F-HR 0001697478-26-000006 filed by Fortis Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 109,356 shares
    Change vs previous 13F +17,826 shares

    4.3% of the 13F portfolio, value $8,574,583.

    13F-HR 0001697478-26-000004 filed by Fortis Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 91,530 shares
    Change vs previous 13F +1,046 shares

    3.97% of the 13F portfolio, value $7,213,478.

    13F-HR 0001697478-26-000002 filed by Fortis Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 90,484 shares
    Change vs previous 13F -53,832 shares

    4.07% of the 13F portfolio, value $7,140,085.

    13F-HR 0001697478-25-000004 filed by Fortis Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 144,316 shares
    Change vs previous 13F -3,025 shares

    7.27% of the 13F portfolio, value $11,357,663.

    13F-HR 0001085146-25-004103 filed by Fortis Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 147,341 shares
    Change vs previous 13F -1,905 shares

    7.52% of the 13F portfolio, value $11,533,817.

    13F-HR 0001085146-25-002172 filed by Fortis Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 149,246 shares
    Change vs previous 13F -100 shares

    7.57% of the 13F portfolio, value $11,532,243.

    13F-HR 0001085146-25-000148 filed by Fortis Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 149,346 shares
    Change vs previous 13F not available

    7.62% of the 13F portfolio, value $11,752,032.

    13F-HR 0001085146-24-005437 filed by Fortis Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).