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Disclosery

Fortis Capital Management LLC: SCHA position timeline

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

Fortis Capital Management LLC held 361,238 SCHA 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 361,238 shares
    Change vs previous 13F +25,823 shares

    1.47% of the 13F portfolio, value $13,051,531.

    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 335,415 shares
    Change vs previous 13F +50,762 shares

    1.3% of the 13F portfolio, value $9,753,876.

    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 284,653 shares
    Change vs previous 13F +89,176 shares

    1.08% of the 13F portfolio, value $8,106,908.

    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 195,477 shares
    Change vs previous 13F +13,413 shares

    0.77% of the 13F portfolio, value $5,453,796.

    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 182,064 shares
    Change vs previous 13F -2,940 shares

    0.72% of the 13F portfolio, value $4,606,214.

    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 185,004 shares
    Change vs previous 13F -51,679 shares

    0.84% of the 13F portfolio, value $4,334,641.

    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 236,683 shares
    Change vs previous 13F +140,444 shares

    1.14% of the 13F portfolio, value $6,120,628.

    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 96,239 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $4,956,287.

    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).