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Fortis Capital Management LLC: SCHP position timeline

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

Fortis Capital Management LLC held 24,703 SCHP 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 24,703 shares
    Change vs previous 13F -3,515 shares

    0.07% of the 13F portfolio, value $654,640.

    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 28,218 shares
    Change vs previous 13F -2,547 shares

    0.1% of the 13F portfolio, value $750,879.

    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 30,765 shares
    Change vs previous 13F +390 shares

    0.11% of the 13F portfolio, value $814,974.

    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 30,375 shares
    Change vs previous 13F -195 shares

    0.12% of the 13F portfolio, value $818,605.

    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 30,570 shares
    Change vs previous 13F -188,998 shares

    0.13% of the 13F portfolio, value $815,616.

    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 219,568 shares
    Change vs previous 13F -46,232 shares

    1.15% of the 13F portfolio, value $5,904,186.

    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 265,800 shares
    Change vs previous 13F +125,049 shares

    1.28% of the 13F portfolio, value $6,865,615.

    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 140,751 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $7,548,492.

    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).