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Disclosery

Fortis Capital Management LLC: NU position timeline

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

Fortis Capital Management LLC held 15,811 NU 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 15,811 shares
    Change vs previous 13F -10,959 shares

    0.02% of the 13F portfolio, value $211,235.

    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 26,770 shares
    Change vs previous 13F -1,671 shares

    0.05% of the 13F portfolio, value $384,685.

    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 28,441 shares
    Change vs previous 13F +11,242 shares

    0.06% of the 13F portfolio, value $476,103.

    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 17,199 shares
    Change vs previous 13F +1,847 shares

    0.04% of the 13F portfolio, value $275,356.

    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 15,352 shares
    Change vs previous 13F +3,860 shares

    0.03% of the 13F portfolio, value $210,630.

    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 11,492 shares
    Change vs previous 13F -1,756 shares

    0.02% of the 13F portfolio, value $117,679.

    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 13,248 shares
    Change vs previous 13F +197 shares

    0.03% of the 13F portfolio, value $137,250.

    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 13,051 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $178,147.

    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).