Fortis Group Advisors, LLC OBE — OBSIDIAN ENERGY

Ownership history in Fortis Group Advisors, LLC  ·  12 quarters on record

AI Ownership Summary

Fortis Group Advisors, LLC reported OBSIDIAN ENERGY (OBE) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows OBE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OBE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fortis Group Advisors, LLC's position in OBSIDIAN ENERGY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

OBE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OBE stock page Fortis Group Advisors, LLC fund profile Fortis Group Advisors, LLC full holdings
How Fortis Group Advisors, LLC held OBE — position size vs. price
% of Fund (quarterly)    OBE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 71 — 0% 0.00% $577 2026-07-24 $nan
2026 Q1 UNCHANGED — — — 71 — 0% 0.00% $672 2026-05-08 $12.43
2025 Q4 UNCHANGED — — — 71 — 0% 0.00% $435 2026-02-06 $7.53
2025 Q3 UNCHANGED — — — 71 — 0% 0.00% $464 2025-11-07 $5.86
2025 Q2 UNCHANGED — — — 71 — 0% 0.00% $394 2025-08-08 $5.79
2025 Q1 UNCHANGED — — — 71 — 0% 0.00% $416 2025-05-02 $4.14
2024 Q4 UNCHANGED — — — 71 — 0% 0.00% $411 2025-01-31 $5.16
2024 Q3 UNCHANGED — — — 71 — 0% 0.00% $393 2024-10-21 $5.82
2024 Q2 UNCHANGED — — — 71 — 0% 0.00% $531 2024-07-30 $7.26
2024 Q1 REDUCED 50.0% -9.0% ✅ 71 -71 -50.0% 0.00% $584 2024-04-30 $8.57
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding OBE

As of 2026 Q2 — sorted by position size

Pembroke Management, LTD 3Y 7Y 1.26% Quad-Cities Investment Group, LLC 3Y 7Y 0.09% Post Resch Tallon Group Inc. 0.08% Register Financial Advisors LLC 3Y 0.06% FNY Investment Advisers, LLC 3Y 7Y 0.03% Founders Capital Management 3Y 7Y 0.01% CGC Financial Services, LLC 0.0% Physician Wealth Advisors, Inc. 3Y 0.0% City State Bank 3Y 0.0% GHP Investment Advisors, Inc. 3Y 7Y 0.0%

FAQ About Fortis Group Advisors, LLC and OBE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fortis Group Advisors, LLC reported owning OBE?

Fortis Group Advisors, LLC reported OBE across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported OBE position in Fortis Group Advisors, LLC's portfolio?

The largest reported portfolio weight for OBE was 0.00% in 2026 Q1.

What is the latest reported OBE position on this page?

The most recent filing on this page is 2026 Q2, when Fortis Group Advisors, LLC reported 71 shares, equal to 0.00% of portfolio, with an estimated market value of $577.

What does the chart on this OBE ownership page compare?

The chart compares Fortis Group Advisors, LLC's quarterly OBE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Fortis Group Advisors, LLC time their OBE position?

Based on 13F filing dates vs. subsequent OBE price moves, Fortis Group Advisors, LLC correctly timed 2 out of 3 reported position changes (67%).

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