Fortis Advisors, LLC - POTBELLY CORP ownership

Quarter-by-quarter ownership
Fortis Advisors, LLC ownership history of POTBELLY CORP
ValueSharesWeighting
Q3 2023$545,758
-11.2%
69,9690.0%0.39%
-6.5%
Q2 2023$614,328
+5.4%
69,9690.0%0.41%
+8.4%
Q1 2023$582,842
+49.6%
69,9690.0%0.38%
+28.3%
Q4 2022$389,727
+22.9%
69,9690.0%0.30%
+31.4%
Q3 2022$317,000
-19.7%
69,969
-0.0%
0.23%
-13.7%
Q2 2022$395,000
-15.8%
69,9700.0%0.26%
+1.9%
Q1 2022$469,000
+20.3%
69,9700.0%0.26%
+13.7%
Q4 2021$390,000
-17.7%
69,9700.0%0.23%
-22.1%
Q3 2021$474,000
-14.3%
69,9700.0%0.29%
-9.4%
Q2 2021$553,000
+33.6%
69,9700.0%0.32%
+8.8%
Q1 2021$414,00069,970
+6996900.0%
0.29%
Q4 2020$010.0%0.00%
Q3 2020$010.0%0.00%
Q2 2020$010.0%0.00%
Q1 2020$010.0%0.00%
Q4 2019$010.0%0.00%
Q3 2019$010.0%0.00%
Q2 2019$010.0%0.00%
Q1 2019$010.0%0.00%
Q4 2018$010.0%0.00%
Q3 2018$010.0%0.00%
Q2 2018$01
-90.0%
0.00%
Q1 2018$0100.0%0.00%
Q4 2017$0100.0%0.00%
Q3 2017$0100.00%
Other shareholders
POTBELLY CORP shareholders Q4 2023
NameSharesValueWeighting ↓
Nierenberg Investment Management Company, Inc. 2,523,271$14,256,00011.85%
Archon Capital Management LLC 2,325,509$13,139,0003.01%
Soviero Asset Management, LP 1,350,000$7,628,0002.83%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1,237,395$6,991,0000.49%
Fortis Advisors, LLC 69,970$395,0000.26%
Ancora Advisors LLC 1,391,127$7,860,0000.22%
HEARTLAND ADVISORS INC 548,763$3,100,0000.22%
AMERICAN FINANCIAL GROUP INC 100,000$564,0000.19%
Quantum Financial Advisors, LLC 63,178$347,0000.13%
AJ WEALTH STRATEGIES, LLC 371,197$2,097,0000.11%
View complete list of POTBELLY CORP shareholders