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Fortis Group Advisors, LLC: IWM position timeline

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

Fortis Group Advisors, LLC held 9,333 IWM 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 9,333 shares
    Change vs previous 13F -1,037 shares

    0.45% of the 13F portfolio, value $2,803,971.

    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 10,370 shares
    Change vs previous 13F -7,098 shares

    0.48% of the 13F portfolio, value $2,882,648.

    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 17,468 shares
    Change vs previous 13F -14,311 shares

    0.76% of the 13F portfolio, value $4,535,473.

    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 31,779 shares
    Change vs previous 13F +6,330 shares

    1.35% of the 13F portfolio, value $7,824,975.

    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 25,449 shares
    Change vs previous 13F +14,391 shares

    1.01% of the 13F portfolio, value $5,583,172.

    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 11,058 shares
    Change vs previous 13F -4,794 shares

    0.43% of the 13F portfolio, value $2,205,919.

    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 15,852 shares
    Change vs previous 13F +8,780 shares

    0.65% of the 13F portfolio, value $3,502,613.

    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 7,072 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,562,044.

    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).