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Fortis Group Advisors, LLC: SDIV position timeline

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

Fortis Group Advisors, LLC held 25,761 SDIV 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 25,761 shares
    Change vs previous 13F +4,215 shares

    0.1% of the 13F portfolio, value $629,595.

    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 21,546 shares
    Change vs previous 13F -287 shares

    0.09% of the 13F portfolio, value $562,554.

    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 21,833 shares
    Change vs previous 13F -283 shares

    0.09% of the 13F portfolio, value $561,336.

    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 22,116 shares
    Change vs previous 13F +7,375 shares

    0.09% of the 13F portfolio, value $526,355.

    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 14,741 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $340,375.

    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).