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FORTERIS WEALTH MANAGEMENT INC.: DFAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORTERIS WEALTH MANAGEMENT INC. on DFAI, newest first. How the timeline and the estimate are built.

FORTERIS WEALTH MANAGEMENT INC. held 159,069 DFAI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 159,069 shares
    Change vs previous 13F +175 shares

    5.45% of the 13F portfolio, value $6,590,229.

    13F-HR 0002107238-26-000004 filed by FORTERIS WEALTH MANAGEMENT INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 158,894 shares
    Change vs previous 13F +5,506 shares

    5.36% of the 13F portfolio, value $6,554,378.

    13F-HR 0002107238-26-000003 filed by FORTERIS WEALTH MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 153,388 shares
    Change vs previous 13F +1,890 shares

    5.72% of the 13F portfolio, value $5,975,996.

    13F-HR 0002107238-26-000002 filed by FORTERIS WEALTH MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 151,498 shares
    Change vs previous 13F not available

    5.68% of the 13F portfolio, value $5,773,589.

    13F-HR 0002107238-26-000001 filed by FORTERIS WEALTH MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).