Skip to content
Disclosery

Fortis Capital Advisors, LLC: IWY position timeline

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

Fortis Capital Advisors, LLC held 11,501 IWY 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 11,501 shares
    Change vs previous 13F -2,944 shares

    0.38% of the 13F portfolio, value $3,342,421.

    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 14,445 shares
    Change vs previous 13F +1,214 shares

    0.47% of the 13F portfolio, value $3,594,494.

    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 13,231 shares
    Change vs previous 13F -609 shares

    0.54% of the 13F portfolio, value $3,664,193.

    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 13,840 shares
    Change vs previous 13F -381 shares

    0.6% of the 13F portfolio, value $3,787,560.

    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 14,221 shares
    Change vs previous 13F +6,004 shares

    0.63% of the 13F portfolio, value $3,505,838.

    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 8,217 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,733,482.

    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).