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Ategra Capital Management, LLC: FISI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ategra Capital Management, LLC on FISI, newest first. How the timeline and the estimate are built.

Ategra Capital Management, LLC held 564,100 FISI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 564,100 shares
    Change vs previous 13F 0 shares

    11.69% of the 13F portfolio, value $21,982,977.

    13F-HR 0001636587-26-000066 filed by Ategra Capital Management, 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 564,100 shares
    Change vs previous 13F -7,975 shares

    9.96% of the 13F portfolio, value $17,887,611.

    13F-HR 0001636587-26-000030 filed by Ategra Capital Management, 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 572,075 shares
    Change vs previous 13F 0 shares

    10.19% of the 13F portfolio, value $17,831,578.

    13F-HR 0000919574-26-001136 filed by Ategra Capital Management, 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 572,075 shares
    Change vs previous 13F 0 shares

    10.43% of the 13F portfolio, value $15,560,440.

    13F-HR 0000919574-25-006841 filed by Ategra Capital Management, 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 572,075 shares
    Change vs previous 13F 0 shares

    11.68% of the 13F portfolio, value $14,690,886.

    13F-HR 0000919574-25-004804 filed by Ategra Capital Management, 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 572,075 shares
    Change vs previous 13F 0 shares

    11.54% of the 13F portfolio, value $14,278,992.

    13F-HR 0000919574-25-003171 filed by Ategra Capital Management, 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 572,075 shares
    Change vs previous 13F 0 shares

    10.53% of the 13F portfolio, value $15,611,927.

    13F-HR 0000919574-25-001340 filed by Ategra Capital Management, 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 572,075 shares
    Change vs previous 13F not available

    10.6% of the 13F portfolio, value $14,570,750.

    13F-HR 0000919574-24-006337 filed by Ategra Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).