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Fortis Group Advisors, LLC: JAAA position timeline

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

Fortis Group Advisors, LLC held 151,706 JAAA 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 151,706 shares
    Change vs previous 13F -1,246 shares

    1.22% of the 13F portfolio, value $7,659,643.

    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 152,952 shares
    Change vs previous 13F +32,758 shares

    1.28% of the 13F portfolio, value $7,727,128.

    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 120,194 shares
    Change vs previous 13F -572 shares

    1.02% of the 13F portfolio, value $6,090,209.

    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 120,766 shares
    Change vs previous 13F +15,501 shares

    1.06% of the 13F portfolio, value $6,127,667.

    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 105,265 shares
    Change vs previous 13F -898 shares

    0.97% of the 13F portfolio, value $5,346,385.

    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 106,163 shares
    Change vs previous 13F +77,796 shares

    1.05% of the 13F portfolio, value $5,383,506.

    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 28,367 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,438,483.

    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).