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Fortis Capital Advisors, LLC: AGG position timeline

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

Fortis Capital Advisors, LLC held 81,785 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,785 shares
    Change vs previous 13F +2,841 shares

    0.91% of the 13F portfolio, value $8,095,133.

    13F-HR 0001959790-26-000004 filed by Fortis Capital 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 78,944 shares
    Change vs previous 13F +36,933 shares

    1.03% of the 13F portfolio, value $7,836,778.

    13F-HR 0001959790-26-000003 filed by Fortis Capital 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 42,011 shares
    Change vs previous 13F +4,250 shares

    0.62% of the 13F portfolio, value $4,196,061.

    13F-HR 0001959790-26-000001 filed by Fortis Capital 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 37,761 shares
    Change vs previous 13F -507 shares

    0.6% of the 13F portfolio, value $3,785,569.

    13F-HR 0001959790-25-000007 filed by Fortis Capital 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 38,268 shares
    Change vs previous 13F +14,927 shares

    0.68% of the 13F portfolio, value $3,796,250.

    13F-HR 0001959790-25-000005 filed by Fortis Capital 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 23,341 shares
    Change vs previous 13F +20,144 shares

    0.47% of the 13F portfolio, value $2,308,893.

    13F-HR 0001959790-25-000004 filed by Fortis Capital 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 3,197 shares
    Change vs previous 13F -11,761 shares

    0.11% of the 13F portfolio, value $320,524.

    13F-HR 0001959790-25-000002 filed by Fortis Capital 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 14,958 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,514,831.

    13F-HR 0001959790-24-000008 filed by Fortis Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).