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Fortis Capital Advisors, LLC: SCHO position timeline

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

Fortis Capital Advisors, LLC held 15,655 SCHO 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 15,655 shares
    Change vs previous 13F +296 shares

    0.04% of the 13F portfolio, value $377,927.

    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 15,359 shares
    Change vs previous 13F -5,371 shares

    0.05% of the 13F portfolio, value $372,776.

    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 20,730 shares
    Change vs previous 13F +6,429 shares

    0.07% of the 13F portfolio, value $505,197.

    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 14,301 shares
    Change vs previous 13F -20,090 shares

    0.06% of the 13F portfolio, value $348,944.

    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 34,391 shares
    Change vs previous 13F +11,078 shares

    0.15% of the 13F portfolio, value $838,453.

    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 23,313 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $567,438.

    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).