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Disclosery

Fortis Advisors, LLC: IUSV position timeline

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

Fortis Advisors, LLC held 0 IUSV shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -5,051 shares

    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).

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

  2. period ended2025-12-31
    13F 5,051 shares
    Change vs previous 13F +27 shares

    0.29% of the 13F portfolio, value $517,921.

    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).

  3. period ended2025-09-30
    13F 5,024 shares
    Change vs previous 13F +24 shares

    0.29% of the 13F portfolio, value $502,141.

    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).

  4. period ended2025-06-30
    13F 5,000 shares
    Change vs previous 13F -4,940 shares

    0.3% of the 13F portfolio, value $473,160.

    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).

  5. period ended2025-03-31
    13F 9,940 shares
    Change vs previous 13F +40 shares

    0.6% of the 13F portfolio, value $917,328.

    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).

  6. period ended2024-12-31
    13F 9,900 shares
    Change vs previous 13F -2,965 shares

    0.6% of the 13F portfolio, value $916,634.

    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).

  7. period ended2024-09-30
    13F 12,865 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,228,509.

    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).