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Disclosery

Fortis Capital Management LLC: IBDT position timeline

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

Fortis Capital Management LLC held 87,159 IBDT 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 87,159 shares
    Change vs previous 13F +19,420 shares

    0.25% of the 13F portfolio, value $2,200,775.

    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 67,739 shares
    Change vs previous 13F -413 shares

    0.23% of the 13F portfolio, value $1,715,841.

    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 68,152 shares
    Change vs previous 13F +538 shares

    0.23% of the 13F portfolio, value $1,734,797.

    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 67,614 shares
    Change vs previous 13F +5,293 shares

    0.24% of the 13F portfolio, value $1,725,512.

    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 62,321 shares
    Change vs previous 13F -7,856 shares

    0.25% of the 13F portfolio, value $1,584,203.

    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 70,177 shares
    Change vs previous 13F +14,146 shares

    0.34% of the 13F portfolio, value $1,772,661.

    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 56,031 shares
    Change vs previous 13F -20,996 shares

    0.26% of the 13F portfolio, value $1,395,182.

    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 77,027 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,966,502.

    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).