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Fortis Capital Management LLC: AIQ position timeline

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

Fortis Capital Management LLC held 15,365 AIQ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,365 shares
    Change vs previous 13F -2,282 shares

    0.11% of the 13F portfolio, value $1,008,098.

    13F-HR 0001398344-26-014252 filed by Fortis Capital Management 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 17,647 shares
    Change vs previous 13F +12,600 shares

    0.11% of the 13F portfolio, value $823,586.

    13F-HR 0001398344-26-008947 filed by Fortis Capital Management 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 5,047 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $256,691.

    13F-HR 0001398344-26-003165 filed by Fortis Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).