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Disclosery

Fortis Group Advisors, LLC: IOO position timeline

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

Fortis Group Advisors, LLC held 0 IOO shares at 2026-03-31 per its 13F-HR filed 2026-05-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -4,803 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 4,803 shares
    Change vs previous 13F -9,389 shares

    0.1% of the 13F portfolio, value $618,843.

    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).

  3. period ended2025-09-30
    13F 14,192 shares
    Change vs previous 13F -688 shares

    0.31% of the 13F portfolio, value $1,789,035.

    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).

  4. period ended2025-06-30
    13F 14,880 shares
    Change vs previous 13F -918 shares

    0.3% of the 13F portfolio, value $1,661,021.

    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).

  5. period ended2025-03-31
    13F 15,798 shares
    Change vs previous 13F +2,119 shares

    0.3% of the 13F portfolio, value $1,521,156.

    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).

  6. period ended2024-12-31
    13F 13,679 shares
    Change vs previous 13F +11,589 shares

    0.26% of the 13F portfolio, value $1,378,467.

    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).

  7. period ended2024-09-30
    13F 2,090 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $207,231.

    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).