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Fortis Capital Management LLC: IWB position timeline

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

Fortis Capital Management LLC held 660 IWB 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 660 shares
    Change vs previous 13F -19 shares

    0.03% of the 13F portfolio, value $270,422.

    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 679 shares
    Change vs previous 13F -2 shares

    0.03% of the 13F portfolio, value $242,108.

    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 681 shares
    Change vs previous 13F +2 shares

    0.03% of the 13F portfolio, value $254,455.

    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 679 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $248,294.

    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 678 shares
    Change vs previous 13F +2 shares

    0.04% of the 13F portfolio, value $230,083.

    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 676 shares
    Change vs previous 13F +2 shares

    0.04% of the 13F portfolio, value $207,310.

    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 674 shares
    Change vs previous 13F -80 shares

    0.04% of the 13F portfolio, value $217,151.

    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 754 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $237,030.

    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).