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Fortis Capital Management LLC: IHDG position timeline

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

Fortis Capital Management LLC held 62,160 IHDG 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 62,160 shares
    Change vs previous 13F -9,499 shares

    0.37% of the 13F portfolio, value $3,255,957.

    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 71,659 shares
    Change vs previous 13F +10,420 shares

    0.46% of the 13F portfolio, value $3,450,393.

    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 61,239 shares
    Change vs previous 13F -6,943 shares

    0.4% of the 13F portfolio, value $2,979,893.

    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 68,182 shares
    Change vs previous 13F +1,949 shares

    0.44% of the 13F portfolio, value $3,141,842.

    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 66,233 shares
    Change vs previous 13F -2,334 shares

    0.46% of the 13F portfolio, value $2,983,799.

    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 68,567 shares
    Change vs previous 13F +15,595 shares

    0.58% of the 13F portfolio, value $2,975,824.

    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 52,972 shares
    Change vs previous 13F +4,790 shares

    0.43% of the 13F portfolio, value $2,302,694.

    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 48,182 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,201,929.

    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).