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Fortis Group Advisors, LLC: SPYM position timeline

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

Fortis Group Advisors, LLC held 92,720 SPYM 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 92,720 shares
    Change vs previous 13F +1,297 shares

    1.3% of the 13F portfolio, value $8,148,199.

    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 91,423 shares
    Change vs previous 13F -63,780 shares

    1.28% of the 13F portfolio, value $7,729,551.

    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 155,203 shares
    Change vs previous 13F -84,108 shares

    2.12% of the 13F portfolio, value $12,633,348.

    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 239,311 shares
    Change vs previous 13F -20,535 shares

    3.31% of the 13F portfolio, value $19,202,096.

    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 259,846 shares
    Change vs previous 13F +158,670 shares

    3.51% of the 13F portfolio, value $19,316,703.

    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 101,176 shares
    Change vs previous 13F -52,628 shares

    1.29% of the 13F portfolio, value $6,653,310.

    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 153,804 shares
    Change vs previous 13F +4,289 shares

    1.97% of the 13F portfolio, value $10,603,235.

    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 149,515 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $10,093,791.

    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).