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Fortis Advisors, LLC: TOTL position timeline

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

Fortis Advisors, LLC held 52,283 TOTL 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 52,283 shares
    Change vs previous 13F +551 shares

    0.97% of the 13F portfolio, value $2,063,607.

    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 51,732 shares
    Change vs previous 13F -2,880 shares

    1.03% of the 13F portfolio, value $2,055,296.

    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 54,612 shares
    Change vs previous 13F +1,006 shares

    1.21% of the 13F portfolio, value $2,198,122.

    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 53,606 shares
    Change vs previous 13F -7,953 shares

    1.24% of the 13F portfolio, value $2,174,802.

    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 61,559 shares
    Change vs previous 13F +9 shares

    1.58% of the 13F portfolio, value $2,469,139.

    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 61,550 shares
    Change vs previous 13F -292 shares

    1.62% of the 13F portfolio, value $2,479,836.

    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 61,842 shares
    Change vs previous 13F +1,165 shares

    1.6% of the 13F portfolio, value $2,435,948.

    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 60,677 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $2,512,012.

    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).