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FORTERIS WEALTH MANAGEMENT INC.: DFUS position timeline

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

FORTERIS WEALTH MANAGEMENT INC. held 50,333 DFUS 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 50,333 shares
    Change vs previous 13F +398 shares

    3.37% of the 13F portfolio, value $4,124,286.

    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 49,935 shares
    Change vs previous 13F -49 shares

    3.39% of the 13F portfolio, value $3,540,891.

    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 49,984 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $3,707,313.

    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).