Skip to content
Disclosery

Fortis Capital Advisors, LLC: MSFT position timeline

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

Fortis Capital Advisors, LLC held 46,566 MSFT 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 46,566 shares
    Change vs previous 13F +5,509 shares

    1.95% of the 13F portfolio, value $17,370,239.

    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 41,057 shares
    Change vs previous 13F +10,152 shares

    1.99% of the 13F portfolio, value $15,198,128.

    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 30,905 shares
    Change vs previous 13F -145 shares

    2.21% of the 13F portfolio, value $14,946,400.

    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 31,050 shares
    Change vs previous 13F -757 shares

    2.55% of the 13F portfolio, value $16,082,517.

    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 31,807 shares
    Change vs previous 13F -758 shares

    2.83% of the 13F portfolio, value $15,821,322.

    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 32,565 shares
    Change vs previous 13F -2,933 shares

    2.48% of the 13F portfolio, value $12,224,766.

    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 35,498 shares
    Change vs previous 13F -257 shares

    5.06% of the 13F portfolio, value $14,807,744.

    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 35,755 shares
    Change vs previous 13F not available

    5.14% of the 13F portfolio, value $15,385,733.

    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).