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Fortis Group Advisors, LLC: TLT position timeline

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

Fortis Group Advisors, LLC held 56,218 TLT 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 56,218 shares
    Change vs previous 13F +15,241 shares

    0.78% of the 13F portfolio, value $4,858,399.

    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 40,977 shares
    Change vs previous 13F +387 shares

    0.58% of the 13F portfolio, value $3,508,436.

    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 40,590 shares
    Change vs previous 13F -60,175 shares

    0.59% of the 13F portfolio, value $3,536,610.

    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 100,765 shares
    Change vs previous 13F +41,325 shares

    1.57% of the 13F portfolio, value $9,098,104.

    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 59,440 shares
    Change vs previous 13F -23,993 shares

    0.94% of the 13F portfolio, value $5,166,517.

    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 83,433 shares
    Change vs previous 13F +80,326 shares

    1.47% of the 13F portfolio, value $7,594,884.

    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 3,107 shares
    Change vs previous 13F -99,880 shares

    0.05% of the 13F portfolio, value $271,311.

    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 102,987 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $10,102,988.

    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).