Fortis shares owned by Beverly Hills Private Wealth
Quarter-by-quarter ownership of Fortis (FTS) shares owned by Beverly Hills Private Wealth
from 13F filings
Historical chart of Beverly Hills Private Wealth investment in Fortis
Tip: Access up to 7 years of quarterly data
All positions including Fortis held by Beverly Hills Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Fortis by Beverly Hills Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $375k | 7.4k | 50.74 |
| 2025-06-30 | $368k | 7.7k | 47.73 |
| 2025-03-31 | $382k | 8.4k | 45.58 |
| 2024-12-31 | $349k | 8.4k | 41.43 |
| 2024-09-30 | $418k | 9.2k | 45.44 |
| 2024-03-31 | $327k | 8.4k | 39.20 |
| 2023-12-31 | $230k | 5.7k | 40.32 |
| 2023-09-30 | $275k | 7.2k | 37.99 |
| 2023-06-30 | $973k | 24k | 40.16 |
| 2023-03-31 | $400k | 9.4k | 42.53 |
| 2022-12-31 | $232k | 5.8k | 40.04 |
More positions owned by Beverly Hills Private Wealth
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