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Fortis Group Advisors, LLC: GLD position timeline

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

Fortis Group Advisors, LLC held 36,802 GLD 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 36,802 shares
    Change vs previous 13F -2,506 shares

    2.17% of the 13F portfolio, value $13,557,121.

    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 39,308 shares
    Change vs previous 13F +2,943 shares

    2.75% of the 13F portfolio, value $16,657,272.

    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 36,365 shares
    Change vs previous 13F -602 shares

    2.71% of the 13F portfolio, value $16,150,061.

    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 36,967 shares
    Change vs previous 13F +868 shares

    2.34% of the 13F portfolio, value $13,600,348.

    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 36,099 shares
    Change vs previous 13F -10,187 shares

    1.99% of the 13F portfolio, value $10,937,727.

    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 46,286 shares
    Change vs previous 13F -78 shares

    2.59% of the 13F portfolio, value $13,336,848.

    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 46,364 shares
    Change vs previous 13F -19,599 shares

    2.09% of the 13F portfolio, value $11,226,115.

    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 65,963 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $16,032,966.

    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).