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Disclosery

Fortis Advisors, LLC: SCHO position timeline

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

Fortis Advisors, LLC held 34,844 SCHO 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 34,844 shares
    Change vs previous 13F -4,064 shares

    0.39% of the 13F portfolio, value $841,134.

    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 38,908 shares
    Change vs previous 13F -51,944 shares

    0.47% of the 13F portfolio, value $944,309.

    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 90,852 shares
    Change vs previous 13F -1,929 shares

    1.22% of the 13F portfolio, value $2,214,052.

    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 92,781 shares
    Change vs previous 13F +940 shares

    1.29% of the 13F portfolio, value $2,263,856.

    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 91,841 shares
    Change vs previous 13F -3,921 shares

    1.43% of the 13F portfolio, value $2,239,084.

    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 95,762 shares
    Change vs previous 13F -1,770 shares

    1.52% of the 13F portfolio, value $2,330,849.

    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 97,532 shares
    Change vs previous 13F +49,240 shares

    1.54% of the 13F portfolio, value $2,346,614.

    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 48,292 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $2,365,349.

    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).