Skip to content
Disclosery

Fortis Group Advisors, LLC: XLG position timeline

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

Fortis Group Advisors, LLC held 34,900 XLG 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 34,900 shares
    Change vs previous 13F -2,688 shares

    0.34% of the 13F portfolio, value $2,136,941.

    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 37,588 shares
    Change vs previous 13F -34,829 shares

    0.38% of the 13F portfolio, value $2,289,106.

    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 72,417 shares
    Change vs previous 13F -3,318 shares

    0.72% of the 13F portfolio, value $4,273,319.

    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 75,735 shares
    Change vs previous 13F +546 shares

    0.78% of the 13F portfolio, value $4,536,554.

    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 75,189 shares
    Change vs previous 13F +25,909 shares

    0.74% of the 13F portfolio, value $4,051,951.

    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 49,280 shares
    Change vs previous 13F -96,179 shares

    0.44% of the 13F portfolio, value $2,267,883.

    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 145,459 shares
    Change vs previous 13F +4,796 shares

    1.35% of the 13F portfolio, value $7,267,128.

    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 140,663 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $6,685,693.

    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).