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Fortis Group Advisors, LLC: AAAU position timeline

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

Fortis Group Advisors, LLC held 181,273 AAAU shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 181,273 shares
    Change vs previous 13F +77,408 shares

    1.15% of the 13F portfolio, value $7,172,973.

    13F-HR 0001815183-26-000004 filed by Fortis Group Advisors, 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 103,865 shares
    Change vs previous 13F -1,196 shares

    0.78% of the 13F portfolio, value $4,725,858.

    13F-HR 0001815183-26-000002 filed by Fortis Group Advisors, 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 105,061 shares
    Change vs previous 13F -961 shares

    0.84% of the 13F portfolio, value $5,028,219.

    13F-HR 0001815183-26-000001 filed by Fortis Group Advisors, 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 106,022 shares
    Change vs previous 13F -1,158 shares

    0.72% of the 13F portfolio, value $4,185,749.

    13F-HR 0001815183-25-000006 filed by Fortis Group Advisors, 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 107,180 shares
    Change vs previous 13F -23,025 shares

    0.63% of the 13F portfolio, value $3,482,278.

    13F-HR 0001815183-25-000005 filed by Fortis Group Advisors, 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 130,205 shares
    Change vs previous 13F +130,205 shares

    0.78% of the 13F portfolio, value $4,020,730.

    13F-HR 0001815183-25-000003 filed by Fortis Group Advisors, 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 0 shares
    Change vs previous 13F -8,058 shares

    13F-HR 0001815183-25-000001 filed by Fortis Group Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 8,058 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $209,710.

    13F-HR 0001815183-24-000005 filed by Fortis Group Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).