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Disclosery

Fortis Capital Management LLC: IBDR position timeline

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

Fortis Capital Management LLC held 97,024 IBDR 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 97,024 shares
    Change vs previous 13F +15,462 shares

    0.26% of the 13F portfolio, value $2,350,890.

    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 81,562 shares
    Change vs previous 13F -353 shares

    0.26% of the 13F portfolio, value $1,977,061.

    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 81,915 shares
    Change vs previous 13F +2,432 shares

    0.26% of the 13F portfolio, value $1,984,809.

    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 79,483 shares
    Change vs previous 13F +4,276 shares

    0.27% of the 13F portfolio, value $1,931,439.

    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 75,207 shares
    Change vs previous 13F -10,423 shares

    0.28% of the 13F portfolio, value $1,823,764.

    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 85,630 shares
    Change vs previous 13F -8,845 shares

    0.4% of the 13F portfolio, value $2,073,094.

    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 94,475 shares
    Change vs previous 13F -34,143 shares

    0.42% of the 13F portfolio, value $2,274,025.

    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 128,618 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $3,125,407.

    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).