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Fortis Group Advisors, LLC: USFR position timeline

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

Fortis Group Advisors, LLC held 48,319 USFR 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 48,319 shares
    Change vs previous 13F -18,160 shares

    0.39% of the 13F portfolio, value $2,432,883.

    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 66,479 shares
    Change vs previous 13F +16,512 shares

    0.55% of the 13F portfolio, value $3,347,215.

    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 49,967 shares
    Change vs previous 13F -11,217 shares

    0.42% of the 13F portfolio, value $2,515,829.

    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 61,184 shares
    Change vs previous 13F -27,054 shares

    0.53% of the 13F portfolio, value $3,075,722.

    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 88,238 shares
    Change vs previous 13F -1,326 shares

    0.81% of the 13F portfolio, value $4,441,015.

    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 89,564 shares
    Change vs previous 13F -40,753 shares

    0.88% of the 13F portfolio, value $4,507,750.

    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 130,317 shares
    Change vs previous 13F -27,055 shares

    1.22% of the 13F portfolio, value $6,557,529.

    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 157,372 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $7,903,246.

    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).