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Fortis Group Advisors, LLC: LVHI position timeline

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

Fortis Group Advisors, LLC held 24,577 LVHI 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 24,577 shares
    Change vs previous 13F +1,041 shares

    0.16% of the 13F portfolio, value $997,440.

    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 23,536 shares
    Change vs previous 13F -69 shares

    0.16% of the 13F portfolio, value $964,284.

    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 23,605 shares
    Change vs previous 13F +516 shares

    0.15% of the 13F portfolio, value $906,896.

    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 23,089 shares
    Change vs previous 13F +730 shares

    0.14% of the 13F portfolio, value $818,492.

    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 22,359 shares
    Change vs previous 13F +858 shares

    0.14% of the 13F portfolio, value $745,674.

    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 21,501 shares
    Change vs previous 13F -1,740 shares

    0.14% of the 13F portfolio, value $695,993.

    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 23,241 shares
    Change vs previous 13F +1,032 shares

    0.13% of the 13F portfolio, value $709,322.

    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 22,209 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $690,244.

    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).