Fortis Advisors, LLC

Position in C — Citigroup Inc

CIK 1697478 WAYNE, PA

Position in C

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$636,818

+$120,803 QoQ

Shares Held

4,550

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#1,588

of 2,621 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Fortis Advisors, LLC holds $914,721 across 2 Banks - Diversified names. C ranks #1 (69.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	C	Citigroup Inc This page	4,550	$636,818
2	JPM	Jpmorgan Chase & Co	849	$277,903

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$636,818	4,550	0.0%	Shares	Sole	2026-08-13
2026-03-31	$516,015	4,550	-24.4%	Shares	Sole	2026-05-14
2025-12-31	$702,473	6,020	0.0%	Shares	Sole	2026-02-10
2025-09-30	$611,030	6,020	-19.9%	Shares	Sole	2025-11-10
2025-06-30	$640,102	7,520	-6.6%	Shares	Sole	2025-07-23
2025-03-31	$571,327	8,048	+7.3%	Shares	Sole	2025-04-17
2024-12-31	$527,925	7,500	+22.0%	Shares	Sole	2025-01-14
2024-09-30	$384,990	6,150	0.0%	Shares	Sole	2024-11-07
2024-06-30	$390,279	6,150	0.0%	Shares	Sole	2024-12-05
2024-03-31	$388,926	6,150	+272.7%	Shares	Sole	2024-12-05
2023-03-31	$77,368	1,650	0.0%	Shares	Sole	2023-05-09
2022-12-31	$74,629	1,650	0.0%	Shares	Sole	2023-02-14
2022-09-30	$68,755	1,650	+26.9%	Shares	Sole	2022-11-10
2022-06-30	$59,787	1,300	-46.3%	Shares	Sole	2022-08-15
2022-03-31	$129,388	2,423	0.0%	Shares	Sole	2022-05-16
2021-12-31	$146,324	2,423	0.0%	Shares	Sole	2022-02-14
2021-09-30	$170,046	2,423	0.0%	Shares	Sole	2021-11-23
2021-06-30	$171,427	2,423	+9.1%	Shares	Sole	2021-08-16
2020-06-30	$113,442	2,220	-11.0%	Shares	Sole	2020-08-13
2020-03-31	$105,089	2,495	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.