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Fortis Capital Advisors, LLC: SCHP position timeline

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

Fortis Capital Advisors, LLC held 84,548 SCHP 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 84,548 shares
    Change vs previous 13F +1,158 shares

    0.25% of the 13F portfolio, value $2,240,536.

    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 83,390 shares
    Change vs previous 13F +34,337 shares

    0.29% of the 13F portfolio, value $2,219,021.

    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 49,053 shares
    Change vs previous 13F +3,358 shares

    0.19% of the 13F portfolio, value $1,299,421.

    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 45,695 shares
    Change vs previous 13F +2,101 shares

    0.2% of the 13F portfolio, value $1,231,504.

    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 43,594 shares
    Change vs previous 13F -1,239 shares

    0.21% of the 13F portfolio, value $1,163,091.

    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 44,833 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,205,574.

    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).