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Fortis Group Advisors, LLC: DIA position timeline

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

Fortis Group Advisors, LLC held 9,505 DIA 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 9,505 shares
    Change vs previous 13F +307 shares

    0.79% of the 13F portfolio, value $4,965,190.

    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 9,198 shares
    Change vs previous 13F -1,164 shares

    0.75% of the 13F portfolio, value $4,561,631.

    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 10,362 shares
    Change vs previous 13F -56 shares

    0.85% of the 13F portfolio, value $5,065,414.

    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 10,418 shares
    Change vs previous 13F +732 shares

    0.85% of the 13F portfolio, value $4,954,177.

    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 9,686 shares
    Change vs previous 13F -3,898 shares

    0.78% of the 13F portfolio, value $4,274,661.

    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 13,584 shares
    Change vs previous 13F -1,237 shares

    1.11% of the 13F portfolio, value $5,703,837.

    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 14,821 shares
    Change vs previous 13F +1,624 shares

    1.17% of the 13F portfolio, value $6,306,334.

    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).

  8. period ended2024-09-30
    13F 13,197 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $5,584,123.

    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).