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Fortis Capital Advisors, LLC: VB position timeline

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

Fortis Capital Advisors, LLC held 21,342 VB 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 21,342 shares
    Change vs previous 13F -727 shares

    0.73% of the 13F portfolio, value $6,469,424.

    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 22,069 shares
    Change vs previous 13F +6,617 shares

    0.76% of the 13F portfolio, value $5,780,508.

    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 15,452 shares
    Change vs previous 13F +1,510 shares

    0.59% of the 13F portfolio, value $3,985,945.

    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 13,942 shares
    Change vs previous 13F +1,508 shares

    0.56% of the 13F portfolio, value $3,545,197.

    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 12,434 shares
    Change vs previous 13F +6,353 shares

    0.53% of the 13F portfolio, value $2,946,609.

    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 6,081 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,348,462.

    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).