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Fortis Advisors, LLC: SCHP position timeline

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

Fortis Advisors, LLC held 468,102 SCHP 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 468,102 shares
    Change vs previous 13F +3,903 shares

    5.81% of the 13F portfolio, value $12,404,712.

    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 464,199 shares
    Change vs previous 13F +249,522 shares

    6.19% of the 13F portfolio, value $12,352,332.

    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 214,677 shares
    Change vs previous 13F -606 shares

    3.13% of the 13F portfolio, value $5,686,790.

    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 215,283 shares
    Change vs previous 13F +26,794 shares

    3.31% of the 13F portfolio, value $5,801,867.

    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 188,489 shares
    Change vs previous 13F -929 shares

    3.22% of the 13F portfolio, value $5,028,876.

    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 189,418 shares
    Change vs previous 13F -22,493 shares

    3.32% of the 13F portfolio, value $5,093,460.

    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 211,911 shares
    Change vs previous 13F +109,538 shares

    3.59% of the 13F portfolio, value $5,473,657.

    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 102,373 shares
    Change vs previous 13F not available

    3.56% of the 13F portfolio, value $5,490,259.

    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).