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Fortis Group Advisors, LLC: SPHD position timeline

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

Fortis Group Advisors, LLC held 123,500 SPHD 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 123,500 shares
    Change vs previous 13F -4,873 shares

    1% of the 13F portfolio, value $6,278,716.

    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 128,373 shares
    Change vs previous 13F +2,036 shares

    1.07% of the 13F portfolio, value $6,471,284.

    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 126,337 shares
    Change vs previous 13F +2,622 shares

    1.07% of the 13F portfolio, value $6,352,218.

    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 123,715 shares
    Change vs previous 13F -2,055 shares

    1.01% of the 13F portfolio, value $5,854,171.

    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 125,770 shares
    Change vs previous 13F +30,131 shares

    1.09% of the 13F portfolio, value $5,997,950.

    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 95,639 shares
    Change vs previous 13F +67,893 shares

    0.93% of the 13F portfolio, value $4,803,922.

    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 27,746 shares
    Change vs previous 13F +8,998 shares

    0.25% of the 13F portfolio, value $1,340,407.

    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

    0.18% of the 13F portfolio, value $948,099.

    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).