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Disclosery

FORTERIS WEALTH MANAGEMENT INC.: DFAT position timeline

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

FORTERIS WEALTH MANAGEMENT INC. held 54,521 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,521 shares
    Change vs previous 13F +1,255 shares

    3.12% of the 13F portfolio, value $3,811,018.

    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).

  2. period ended2026-03-31
    13F 53,266 shares
    Change vs previous 13F +604 shares

    3.18% of the 13F portfolio, value $3,326,462.

    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).

  3. period ended2025-12-31
    13F 52,662 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $3,135,495.

    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).