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Fortis Group Advisors, LLC: IVOL position timeline

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

Fortis Group Advisors, LLC held 31,381 IVOL 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 31,381 shares
    Change vs previous 13F -10,851 shares

    0.09% of the 13F portfolio, value $542,586.

    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 42,232 shares
    Change vs previous 13F -8,506 shares

    0.13% of the 13F portfolio, value $774,958.

    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 50,738 shares
    Change vs previous 13F -37,824 shares

    0.16% of the 13F portfolio, value $961,985.

    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 88,562 shares
    Change vs previous 13F -14,671 shares

    0.29% of the 13F portfolio, value $1,702,164.

    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 103,233 shares
    Change vs previous 13F +71,995 shares

    0.36% of the 13F portfolio, value $1,982,066.

    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 31,238 shares
    Change vs previous 13F +221 shares

    0.11% of the 13F portfolio, value $583,531.

    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 31,017 shares
    Change vs previous 13F -55,035 shares

    0.1% of the 13F portfolio, value $550,241.

    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 86,052 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,656,502.

    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).