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Fortis Capital Management LLC: BIL position timeline

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

Fortis Capital Management LLC held 3,373 BIL 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 3,373 shares
    Change vs previous 13F -4,030 shares

    0.03% of the 13F portfolio, value $309,117.

    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 7,403 shares
    Change vs previous 13F -56,667 shares

    0.09% of the 13F portfolio, value $678,455.

    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 64,070 shares
    Change vs previous 13F +6,637 shares

    0.78% of the 13F portfolio, value $5,854,672.

    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).

  4. period ended2025-09-30
    13F 57,433 shares
    Change vs previous 13F +9,536 shares

    0.74% of the 13F portfolio, value $5,269,484.

    13F-HR 0001398344-25-020599 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).

  5. period ended2025-06-30
    13F 47,897 shares
    Change vs previous 13F -23,517 shares

    0.68% of the 13F portfolio, value $4,393,599.

    13F-HR 0001398344-25-015085 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).

  6. period ended2025-03-31
    13F 71,414 shares
    Change vs previous 13F +9,935 shares

    1.27% of the 13F portfolio, value $6,550,808.

    13F-HR 0001398344-25-009073 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).

  7. period ended2024-12-31
    13F 61,479 shares
    Change vs previous 13F +25,007 shares

    1.04% of the 13F portfolio, value $5,621,065.

    13F-HR 0001398344-25-002414 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).

  8. period ended2024-09-30
    13F 36,472 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $3,348,508.

    13F-HR 0001398344-24-020028 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).