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Fortis Group Advisors, LLC

Position in PSMT — Pricesmart Inc

CIK 1815183 WESTWOOD, NJ

Position in PSMT

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$2,344
+$538 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#353
of 385 holders
Holding Since
Sep 2020
13 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PSMT Over Time

Shares Held

Position Value (USD)

Position in Discount Stores

Consumer Defensive · as of Jun 30, 2026

Fortis Group Advisors, LLC holds $3,498,617 across 6 Discount Stores names. PSMT ranks #5 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 PSMT
Pricesmart Inc
This page
12 $2,344

All Filings in PSMT

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,344 12
2026-03-31 $1,806 12
2025-12-31 $1,472 12
2025-09-30 $1,454 12
2025-06-30 $1,260 12
2025-03-31 $1,054 12
2024-12-31 $1,106 12
2024-09-30 $1,101 12
2024-06-30 $974 12
2024-03-31 $1,008 12
2023-12-31 $1,818 24
2023-09-30 $893 12
2020-09-30 $797 12