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Fortis Group Advisors, LLC: HFXI position timeline

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

Fortis Group Advisors, LLC held 28,612 HFXI 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 28,612 shares
    Change vs previous 13F -767 shares

    0.17% of the 13F portfolio, value $1,089,814.

    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 29,379 shares
    Change vs previous 13F +55 shares

    0.17% of the 13F portfolio, value $1,052,946.

    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 29,324 shares
    Change vs previous 13F -2,351 shares

    0.17% of the 13F portfolio, value $1,006,119.

    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 31,675 shares
    Change vs previous 13F -2,817 shares

    0.17% of the 13F portfolio, value $1,014,219.

    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 34,492 shares
    Change vs previous 13F -4,572 shares

    0.18% of the 13F portfolio, value $1,015,801.

    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 39,064 shares
    Change vs previous 13F -13,665 shares

    0.21% of the 13F portfolio, value $1,075,038.

    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 52,729 shares
    Change vs previous 13F +12,046 shares

    0.26% of the 13F portfolio, value $1,374,115.

    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 40,683 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,124,479.

    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).