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Fortis Advisors, LLC: LQD position timeline

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

Fortis Advisors, LLC held 1,975 LQD 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 1,975 shares
    Change vs previous 13F -877 shares

    0.1% of the 13F portfolio, value $215,432.

    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 2,852 shares
    Change vs previous 13F +114 shares

    0.16% of the 13F portfolio, value $310,791.

    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 2,738 shares
    Change vs previous 13F +445 shares

    0.17% of the 13F portfolio, value $301,696.

    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 2,293 shares
    Change vs previous 13F +208 shares

    0.15% of the 13F portfolio, value $255,546.

    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 2,085 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $228,586.

    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).