Fortis Advisors, LLC: SU position timeline

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

Fortis Advisors, LLC held 6,200 SU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 6,200 shares
Change vs previous 13F +1,400 shares
0.16% of the 13F portfolio, value $332,816.
13F-HR 0001697478-26-000006 filed by Fortis Advisors, LLC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 4,800 shares
Change vs previous 13F not available
0.16% of the 13F portfolio, value $317,328.
13F-HR 0001697478-26-000004 filed by Fortis Advisors, LLC
Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).