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Fortis Group Advisors, LLC: TCAF position timeline

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

Fortis Group Advisors, LLC held 12,537 TCAF 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 12,537 shares
    Change vs previous 13F -5,018 shares

    0.08% of the 13F portfolio, value $515,265.

    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 17,555 shares
    Change vs previous 13F -55,074 shares

    0.11% of the 13F portfolio, value $689,555.

    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 72,629 shares
    Change vs previous 13F -114,770 shares

    0.47% of the 13F portfolio, value $2,774,443.

    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 187,399 shares
    Change vs previous 13F -3,544 shares

    1.25% of the 13F portfolio, value $7,235,478.

    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 190,943 shares
    Change vs previous 13F -150,727 shares

    1.27% of the 13F portfolio, value $6,996,154.

    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 341,670 shares
    Change vs previous 13F -39,178 shares

    2.14% of the 13F portfolio, value $11,029,110.

    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 380,848 shares
    Change vs previous 13F -274,245 shares

    2.36% of the 13F portfolio, value $12,670,822.

    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 655,093 shares
    Change vs previous 13F not available

    4.03% of the 13F portfolio, value $21,781,842.

    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).