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Fortis Group Advisors, LLC: SGOV position timeline

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

Fortis Group Advisors, LLC held 61,710 SGOV 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 61,710 shares
    Change vs previous 13F +7,018 shares

    0.99% of the 13F portfolio, value $6,212,335.

    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 54,692 shares
    Change vs previous 13F +7,974 shares

    0.91% of the 13F portfolio, value $5,505,859.

    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 46,718 shares
    Change vs previous 13F -8,696 shares

    0.79% of the 13F portfolio, value $4,703,063.

    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 55,414 shares
    Change vs previous 13F -5,721 shares

    0.96% of the 13F portfolio, value $5,581,348.

    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 61,135 shares
    Change vs previous 13F -12,689 shares

    1.12% of the 13F portfolio, value $6,157,549.

    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 73,824 shares
    Change vs previous 13F -12,592 shares

    1.44% of the 13F portfolio, value $7,431,889.

    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 86,416 shares
    Change vs previous 13F -8,524 shares

    1.61% of the 13F portfolio, value $8,669,216.

    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 94,940 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $9,562,389.

    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).