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Fortis Capital Management LLC: SCHE position timeline

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

Fortis Capital Management LLC held 156,693 SCHE 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 156,693 shares
    Change vs previous 13F +5,121 shares

    0.64% of the 13F portfolio, value $5,681,678.

    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 151,572 shares
    Change vs previous 13F +12,500 shares

    0.67% of the 13F portfolio, value $4,994,290.

    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 139,072 shares
    Change vs previous 13F -13,230 shares

    0.6% of the 13F portfolio, value $4,554,596.

    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 152,302 shares
    Change vs previous 13F +7,640 shares

    0.72% of the 13F portfolio, value $5,082,315.

    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 144,662 shares
    Change vs previous 13F +2,192 shares

    0.68% of the 13F portfolio, value $4,360,122.

    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 142,470 shares
    Change vs previous 13F +27,266 shares

    0.76% of the 13F portfolio, value $3,927,903.

    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 115,204 shares
    Change vs previous 13F -2,136 shares

    0.57% of the 13F portfolio, value $3,067,876.

    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 117,340 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $3,423,973.

    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).