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Fortis Capital Advisors, LLC: VIG position timeline

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

Fortis Capital Advisors, LLC held 8,997 VIG 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 8,997 shares
    Change vs previous 13F +15 shares

    0.24% of the 13F portfolio, value $2,128,893.

    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 8,982 shares
    Change vs previous 13F +1,483 shares

    0.25% of the 13F portfolio, value $1,931,690.

    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 7,499 shares
    Change vs previous 13F -66 shares

    0.24% of the 13F portfolio, value $1,648,152.

    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 7,565 shares
    Change vs previous 13F +466 shares

    0.26% of the 13F portfolio, value $1,632,472.

    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 7,099 shares
    Change vs previous 13F +254 shares

    0.26% of the 13F portfolio, value $1,452,972.

    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 6,845 shares
    Change vs previous 13F +629 shares

    0.27% of the 13F portfolio, value $1,327,862.

    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).

  7. period ended2024-12-31
    13F 6,216 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $1,218,895.

    13F-HR 0001959790-25-000002 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).

  8. period ended2024-09-30
    13F 6,216 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,231,141.

    13F-HR 0001959790-24-000008 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).