Fortis Group Advisors, LLC
Holdings in JRI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,176 | 309 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $4,372 | 309 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $4,142 | 309 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $3,970 | 309 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $7,432 | 617 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $8,375 | 617 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $7,456 | 617 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $7,266 | 617 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $8,378 | 720 | Shares | Sole | 2024-03-04 |
| 2023-09-30 | $1,086 | 103 | Shares | Sole | 2023-12-01 |
| 2020-09-30 | $33,605 | 2,806 | Shares | Sole | 2020-11-17 |