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Fortis Capital Advisors, LLC: MUB position timeline

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

Fortis Capital Advisors, LLC held 82,195 MUB 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 82,195 shares
    Change vs previous 13F +17,718 shares

    0.99% of the 13F portfolio, value $8,845,826.

    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 64,477 shares
    Change vs previous 13F +35,937 shares

    0.9% of the 13F portfolio, value $6,844,234.

    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 28,540 shares
    Change vs previous 13F +4,443 shares

    0.45% of the 13F portfolio, value $3,056,919.

    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 24,097 shares
    Change vs previous 13F +1,743 shares

    0.41% of the 13F portfolio, value $2,566,090.

    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 22,354 shares
    Change vs previous 13F +3,399 shares

    0.42% of the 13F portfolio, value $2,335,546.

    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 18,955 shares
    Change vs previous 13F +16,882 shares

    0.41% of the 13F portfolio, value $1,998,615.

    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 2,073 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $223,200.

    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 2,073 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $225,190.

    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).