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Fortis Group Advisors, LLC: CLOX position timeline

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

Fortis Group Advisors, LLC held 154,727 CLOX 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 154,727 shares
    Change vs previous 13F +9,942 shares

    0.63% of the 13F portfolio, value $3,963,340.

    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 144,785 shares
    Change vs previous 13F +90,025 shares

    0.61% of the 13F portfolio, value $3,712,276.

    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 54,760 shares
    Change vs previous 13F +22,378 shares

    0.24% of the 13F portfolio, value $1,403,227.

    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 32,382 shares
    Change vs previous 13F +4,474 shares

    0.14% of the 13F portfolio, value $827,838.

    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 27,908 shares
    Change vs previous 13F -170,487 shares

    0.13% of the 13F portfolio, value $713,896.

    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 198,395 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $5,061,056.

    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).