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Disclosery

FORTERIS WEALTH MANAGEMENT INC.: IGSB position timeline

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

FORTERIS WEALTH MANAGEMENT INC. held 10,072 IGSB 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 10,072 shares
    Change vs previous 13F +32 shares

    0.43% of the 13F portfolio, value $515,989.

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

  2. period ended2026-06-30
    13F 10,040 shares
    Change vs previous 13F +95 shares

    0.43% of the 13F portfolio, value $526,196.

    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 9,945 shares
    Change vs previous 13F +1,575 shares

    0.5% of the 13F portfolio, value $522,709.

    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 8,370 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $442,606.

    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).