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Fortis Group Advisors, LLC: FDL position timeline

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

Fortis Group Advisors, LLC held 25,603 FDL 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 25,603 shares
    Change vs previous 13F -80,675 shares

    0.2% of the 13F portfolio, value $1,245,822.

    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 106,278 shares
    Change vs previous 13F +65,287 shares

    0.89% of the 13F portfolio, value $5,386,174.

    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 40,991 shares
    Change vs previous 13F -34,454 shares

    0.33% of the 13F portfolio, value $1,961,416.

    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 75,445 shares
    Change vs previous 13F -2,694 shares

    0.56% of the 13F portfolio, value $3,226,049.

    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 78,139 shares
    Change vs previous 13F -86,764 shares

    0.6% of the 13F portfolio, value $3,302,170.

    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 164,903 shares
    Change vs previous 13F +27,466 shares

    1.39% of the 13F portfolio, value $7,163,370.

    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 137,437 shares
    Change vs previous 13F +10,377 shares

    1.03% of the 13F portfolio, value $5,533,212.

    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 127,060 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $5,330,178.

    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).