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Disclosery

Fortis Advisors, LLC: IEFA position timeline

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

Fortis Advisors, LLC held 20,854 IEFA 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 20,854 shares
    Change vs previous 13F +446 shares

    0.94% of the 13F portfolio, value $2,014,094.

    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 20,408 shares
    Change vs previous 13F +4,175 shares

    0.93% of the 13F portfolio, value $1,847,550.

    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 16,233 shares
    Change vs previous 13F +458 shares

    0.8% of the 13F portfolio, value $1,452,218.

    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 15,775 shares
    Change vs previous 13F +6,709 shares

    0.79% of the 13F portfolio, value $1,377,300.

    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 9,066 shares
    Change vs previous 13F +6,356 shares

    0.48% of the 13F portfolio, value $756,838.

    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 2,710 shares
    Change vs previous 13F +2,710 shares

    0.13% of the 13F portfolio, value $204,979.

    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 0 shares
    Change vs previous 13F -4,368 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 4,368 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $340,947.

    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).