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Fortis Capital Advisors, LLC: MUNI position timeline

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

Fortis Capital Advisors, LLC held 98,235 MUNI 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 98,235 shares
    Change vs previous 13F +22,972 shares

    0.58% of the 13F portfolio, value $5,167,161.

    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 75,263 shares
    Change vs previous 13F +4,988 shares

    0.51% of the 13F portfolio, value $3,927,976.

    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 70,275 shares
    Change vs previous 13F +7,021 shares

    0.54% of the 13F portfolio, value $3,683,113.

    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 63,254 shares
    Change vs previous 13F +4,362 shares

    0.52% of the 13F portfolio, value $3,306,919.

    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 58,892 shares
    Change vs previous 13F +47,638 shares

    0.54% of the 13F portfolio, value $3,024,693.

    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 11,254 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $580,144.

    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).