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Fortis Group Advisors, LLC: IWO position timeline

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

Fortis Group Advisors, LLC held 18,757 IWO 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 18,757 shares
    Change vs previous 13F -273 shares

    1.18% of the 13F portfolio, value $7,389,456.

    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 19,030 shares
    Change vs previous 13F -24,647 shares

    1.13% of the 13F portfolio, value $6,846,577.

    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 43,677 shares
    Change vs previous 13F +16,505 shares

    2.46% of the 13F portfolio, value $14,689,289.

    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 27,172 shares
    Change vs previous 13F +11,809 shares

    1.55% of the 13F portfolio, value $8,985,218.

    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 15,363 shares
    Change vs previous 13F -13,907 shares

    0.81% of the 13F portfolio, value $4,457,505.

    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 29,270 shares
    Change vs previous 13F -804 shares

    1.45% of the 13F portfolio, value $7,479,327.

    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 30,074 shares
    Change vs previous 13F -695 shares

    1.61% of the 13F portfolio, value $8,655,837.

    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 30,769 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $8,738,517.

    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).