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Disclosery

Fortis Advisors, LLC: VUSB position timeline

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

Fortis Advisors, LLC held 5,588 VUSB 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 5,588 shares
    Change vs previous 13F -23,830 shares

    0.13% of the 13F portfolio, value $278,154.

    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 29,418 shares
    Change vs previous 13F -313,503 shares

    0.73% of the 13F portfolio, value $1,464,588.

    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 342,921 shares
    Change vs previous 13F +873 shares

    9.41% of the 13F portfolio, value $17,091,179.

    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 342,048 shares
    Change vs previous 13F -3,019 shares

    9.75% of the 13F portfolio, value $17,100,684.

    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 345,067 shares
    Change vs previous 13F +1,588 shares

    11.02% of the 13F portfolio, value $17,206,764.

    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 343,479 shares
    Change vs previous 13F -12,319 shares

    11.16% of the 13F portfolio, value $17,124,153.

    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 355,798 shares
    Change vs previous 13F +1,803 shares

    11.59% of the 13F portfolio, value $17,654,707.

    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 353,995 shares
    Change vs previous 13F not available

    11.46% of the 13F portfolio, value $17,678,507.

    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).