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Fortis Group Advisors, LLC: ZETA position timeline

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

Fortis Group Advisors, LLC held 65,179 ZETA 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 65,179 shares
    Change vs previous 13F -17,625 shares

    0.2% of the 13F portfolio, value $1,282,723.

    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 82,804 shares
    Change vs previous 13F -4,561 shares

    0.25% of the 13F portfolio, value $1,525,250.

    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 87,365 shares
    Change vs previous 13F +15,194 shares

    0.27% of the 13F portfolio, value $1,623,242.

    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 72,171 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,298,356.

    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).