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FORTERIS WEALTH MANAGEMENT INC.: DFAU position timeline

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

FORTERIS WEALTH MANAGEMENT INC. held 174,371 DFAU 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 174,371 shares
    Change vs previous 13F +1,689 shares

    7.55% of the 13F portfolio, value $9,130,066.

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

  2. period ended2026-06-30
    13F 172,682 shares
    Change vs previous 13F +9,631 shares

    7.3% of the 13F portfolio, value $8,925,933.

    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 163,051 shares
    Change vs previous 13F +2,289 shares

    7.04% of the 13F portfolio, value $7,356,861.

    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 160,762 shares
    Change vs previous 13F not available

    7.41% of the 13F portfolio, value $7,523,662.

    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).