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Disclosery

Fortis Capital Management LLC: IBDU position timeline

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

Fortis Capital Management LLC held 88,355 IBDU 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 88,355 shares
    Change vs previous 13F +25,198 shares

    0.23% of the 13F portfolio, value $2,046,292.

    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 63,157 shares
    Change vs previous 13F -4,903 shares

    0.2% of the 13F portfolio, value $1,469,034.

    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 68,060 shares
    Change vs previous 13F +42,258 shares

    0.21% of the 13F portfolio, value $1,592,953.

    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 25,802 shares
    Change vs previous 13F +530 shares

    0.09% of the 13F portfolio, value $605,563.

    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 25,272 shares
    Change vs previous 13F -9,332 shares

    0.09% of the 13F portfolio, value $589,592.

    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 34,604 shares
    Change vs previous 13F +22,769 shares

    0.16% of the 13F portfolio, value $800,396.

    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 11,835 shares
    Change vs previous 13F -9,696 shares

    0.05% of the 13F portfolio, value $269,845.

    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 21,531 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $506,195.

    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).