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Fortis Group Advisors, LLC: HIO position timeline

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

Fortis Group Advisors, LLC held 206,291 HIO 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 206,291 shares
    Change vs previous 13F -4,280 shares

    0.12% of the 13F portfolio, value $750,900.

    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 210,571 shares
    Change vs previous 13F -2,905 shares

    0.13% of the 13F portfolio, value $777,006.

    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 213,476 shares
    Change vs previous 13F -2,183 shares

    0.13% of the 13F portfolio, value $804,804.

    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 215,659 shares
    Change vs previous 13F +26,872 shares

    0.14% of the 13F portfolio, value $832,443.

    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 188,787 shares
    Change vs previous 13F +153,127 shares

    0.14% of the 13F portfolio, value $747,595.

    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 35,660 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $141,927.

    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 35,660 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $140,144.

    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 35,660 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $144,423.

    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).