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Fortis Capital Advisors, LLC: IVV position timeline

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

Fortis Capital Advisors, LLC held 25,163 IVV 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 25,163 shares
    Change vs previous 13F -1,738 shares

    2.12% of the 13F portfolio, value $18,844,777.

    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 26,901 shares
    Change vs previous 13F +6,373 shares

    2.3% of the 13F portfolio, value $17,572,123.

    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 20,528 shares
    Change vs previous 13F +1,816 shares

    2.08% of the 13F portfolio, value $14,060,957.

    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 18,712 shares
    Change vs previous 13F -2,052 shares

    1.98% of the 13F portfolio, value $12,523,942.

    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 20,764 shares
    Change vs previous 13F +3,511 shares

    2.31% of the 13F portfolio, value $12,892,645.

    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 17,253 shares
    Change vs previous 13F +14,259 shares

    1.97% of the 13F portfolio, value $9,694,864.

    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 2,994 shares
    Change vs previous 13F -11,007 shares

    0.58% of the 13F portfolio, value $1,696,917.

    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 14,001 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $8,076,144.

    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).