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Fortis Capital Advisors, LLC: IJR position timeline

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

Fortis Capital Advisors, LLC held 149,636 IJR 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 149,636 shares
    Change vs previous 13F +8,519 shares

    2.5% of the 13F portfolio, value $22,192,594.

    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 141,117 shares
    Change vs previous 13F +30,806 shares

    2.3% of the 13F portfolio, value $17,542,277.

    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 110,311 shares
    Change vs previous 13F +4,569 shares

    1.96% of the 13F portfolio, value $13,257,269.

    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 105,742 shares
    Change vs previous 13F +5,605 shares

    1.99% of the 13F portfolio, value $12,565,324.

    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 100,137 shares
    Change vs previous 13F +5,118 shares

    1.96% of the 13F portfolio, value $10,944,034.

    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 95,019 shares
    Change vs previous 13F +91,508 shares

    2.02% of the 13F portfolio, value $9,936,194.

    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 3,511 shares
    Change vs previous 13F -8,881 shares

    0.14% of the 13F portfolio, value $409,032.

    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 12,392 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,449,391.

    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).