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Fortis Advisors, LLC: SETM position timeline

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

Fortis Advisors, LLC held 118,755 SETM 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 118,755 shares
    Change vs previous 13F -303 shares

    1.73% of the 13F portfolio, value $3,700,410.

    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 119,058 shares
    Change vs previous 13F -24,347 shares

    1.97% of the 13F portfolio, value $3,938,310.

    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 143,405 shares
    Change vs previous 13F +1,016 shares

    2.29% of the 13F portfolio, value $4,151,583.

    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 142,389 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $3,581,083.

    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).