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Fortis Capital Advisors, LLC: SCHF position timeline

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

Fortis Capital Advisors, LLC held 871,961 SCHF 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 871,961 shares
    Change vs previous 13F +15,696 shares

    2.72% of the 13F portfolio, value $24,153,345.

    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 856,265 shares
    Change vs previous 13F +35,742 shares

    2.78% of the 13F portfolio, value $21,192,583.

    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 820,523 shares
    Change vs previous 13F +25,414 shares

    2.91% of the 13F portfolio, value $19,725,396.

    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 795,109 shares
    Change vs previous 13F +30,482 shares

    2.93% of the 13F portfolio, value $18,510,159.

    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 764,627 shares
    Change vs previous 13F -13,846 shares

    3.02% of the 13F portfolio, value $16,898,277.

    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 778,473 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $15,398,198.

    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).