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Disclosery

Fortis Capital Management LLC: IBDS position timeline

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

Fortis Capital Management LLC held 131,637 IBDS 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 131,637 shares
    Change vs previous 13F +18,729 shares

    0.36% of the 13F portfolio, value $3,188,240.

    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 112,908 shares
    Change vs previous 13F -1,576 shares

    0.37% of the 13F portfolio, value $2,736,883.

    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 114,484 shares
    Change vs previous 13F -1,059 shares

    0.37% of the 13F portfolio, value $2,779,661.

    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 115,543 shares
    Change vs previous 13F +4,187 shares

    0.4% of the 13F portfolio, value $2,812,329.

    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 111,356 shares
    Change vs previous 13F -8,234 shares

    0.42% of the 13F portfolio, value $2,702,605.

    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 119,590 shares
    Change vs previous 13F -8,952 shares

    0.56% of the 13F portfolio, value $2,891,690.

    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 128,542 shares
    Change vs previous 13F -1,086 shares

    0.57% of the 13F portfolio, value $3,079,874.

    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 129,628 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $3,159,031.

    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).