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Fortis Group Advisors, LLC: SHV position timeline

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

Fortis Group Advisors, LLC held 2,512 SHV 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 2,512 shares
    Change vs previous 13F -1,393 shares

    0.04% of the 13F portfolio, value $277,198.

    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 3,905 shares
    Change vs previous 13F -4,335 shares

    0.07% of the 13F portfolio, value $431,070.

    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 8,240 shares
    Change vs previous 13F +3,879 shares

    0.15% of the 13F portfolio, value $910,009.

    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 4,361 shares
    Change vs previous 13F -3,079 shares

    0.08% of the 13F portfolio, value $481,794.

    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 7,440 shares
    Change vs previous 13F -1,516 shares

    0.15% of the 13F portfolio, value $821,502.

    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 8,956 shares
    Change vs previous 13F -4,142 shares

    0.19% of the 13F portfolio, value $989,231.

    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 13,098 shares
    Change vs previous 13F -5,650 shares

    0.27% of the 13F portfolio, value $1,442,207.

    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 18,748 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,074,127.

    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).