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Fortis Group Advisors, LLC: CPLB position timeline

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

Fortis Group Advisors, LLC held 85,904 CPLB 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 85,904 shares
    Change vs previous 13F +19,835 shares

    0.29% of the 13F portfolio, value $1,795,394.

    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 66,069 shares
    Change vs previous 13F -12,336 shares

    0.23% of the 13F portfolio, value $1,384,806.

    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 78,405 shares
    Change vs previous 13F +17,732 shares

    0.28% of the 13F portfolio, value $1,662,579.

    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 60,673 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,297,729.

    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).