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Fortis Group Advisors, LLC: SPMO position timeline

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

Fortis Group Advisors, LLC held 97,895 SPMO 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 97,895 shares
    Change vs previous 13F +1,616 shares

    2.53% of the 13F portfolio, value $15,813,906.

    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 96,279 shares
    Change vs previous 13F -38,376 shares

    2.13% of the 13F portfolio, value $12,881,175.

    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 134,655 shares
    Change vs previous 13F -95,855 shares

    2.71% of the 13F portfolio, value $16,141,048.

    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 230,510 shares
    Change vs previous 13F +11,511 shares

    4.83% of the 13F portfolio, value $28,053,128.

    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 218,999 shares
    Change vs previous 13F +53,564 shares

    4.6% of the 13F portfolio, value $25,335,986.

    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 165,435 shares
    Change vs previous 13F -123,553 shares

    2.97% of the 13F portfolio, value $15,307,667.

    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 288,988 shares
    Change vs previous 13F +139,785 shares

    5.11% of the 13F portfolio, value $27,456,716.

    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 149,203 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $13,523,721.

    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).