Skip to content
Disclosery

Fortis Capital Advisors, LLC: SCHG position timeline

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

Fortis Capital Advisors, LLC held 1,035,142 SCHG 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 1,035,142 shares
    Change vs previous 13F -7,434 shares

    3.94% of the 13F portfolio, value $35,029,227.

    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 1,042,576 shares
    Change vs previous 13F +9,424 shares

    3.98% of the 13F portfolio, value $30,370,252.

    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 1,033,152 shares
    Change vs previous 13F +16,569 shares

    4.98% of the 13F portfolio, value $33,701,422.

    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 1,016,583 shares
    Change vs previous 13F +17,522 shares

    5.14% of the 13F portfolio, value $32,439,178.

    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 999,061 shares
    Change vs previous 13F -34,372 shares

    5.22% of the 13F portfolio, value $29,182,595.

    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 1,033,433 shares
    Change vs previous 13F not available

    5.25% of the 13F portfolio, value $25,877,171.

    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).