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Fortis Advisors, LLC: XLK position timeline

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

Fortis Advisors, LLC held 6,733 XLK 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 6,733 shares
    Change vs previous 13F -466 shares

    0.6% of the 13F portfolio, value $1,282,774.

    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 7,199 shares
    Change vs previous 13F -691 shares

    0.48% of the 13F portfolio, value $956,597.

    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 7,890 shares
    Change vs previous 13F +4,675 shares

    0.63% of the 13F portfolio, value $1,135,978.

    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 3,215 shares
    Change vs previous 13F +336 shares

    0.52% of the 13F portfolio, value $906,195.

    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 2,879 shares
    Change vs previous 13F -60 shares

    0.47% of the 13F portfolio, value $729,047.

    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 2,939 shares
    Change vs previous 13F -149 shares

    0.4% of the 13F portfolio, value $606,839.

    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 3,088 shares
    Change vs previous 13F +685 shares

    0.47% of the 13F portfolio, value $718,016.

    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 2,403 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $542,390.

    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).