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Fortis Capital Advisors, LLC: GLD position timeline

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

Fortis Capital Advisors, LLC held 11,981 GLD 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 11,981 shares
    Change vs previous 13F +8 shares

    0.5% of the 13F portfolio, value $4,413,561.

    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 11,973 shares
    Change vs previous 13F +553 shares

    0.67% of the 13F portfolio, value $5,151,862.

    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 11,420 shares
    Change vs previous 13F -51 shares

    0.67% of the 13F portfolio, value $4,525,860.

    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 11,471 shares
    Change vs previous 13F -2,290 shares

    0.65% of the 13F portfolio, value $4,077,596.

    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 13,761 shares
    Change vs previous 13F +8,700 shares

    0.75% of the 13F portfolio, value $4,194,766.

    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 5,061 shares
    Change vs previous 13F +303 shares

    0.3% of the 13F portfolio, value $1,458,277.

    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 4,758 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $1,100,478.

    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 4,758 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,156,479.

    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).