Fortis Group Advisors, LLC

SEC CIK: 0001815183
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

AXP holding history

American Express Co in every 13F filed by Fortis Group Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overview All 13F holders of AXP Full Q2 2026 holdings

Shares (Q1 2025): 0; Sold out in Q1 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2024

Holdings of AXP by Fortis Group Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	0	$0	0.0%	−8,436−100.0%	Sold out	Holders
Q4 2024	8,436	$2.50M	0.5%	−3,890−31.6%	Reduced	Holders
Q3 2024	12,326	$3.34M	0.6%	−739−5.7%	Reduced	Holders
Q2 2024	13,065	$3.03M	0.6%	+13,065	New	Holders