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FORTERIS WEALTH MANAGEMENT INC.: IWB position timeline

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

FORTERIS WEALTH MANAGEMENT INC. held 8,235 IWB 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 8,235 shares
    Change vs previous 13F -129 shares

    2.83% of the 13F portfolio, value $3,426,831.

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

  2. period ended2026-06-30
    13F 8,364 shares
    Change vs previous 13F +138 shares

    2.8% of the 13F portfolio, value $3,425,058.

    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 8,226 shares
    Change vs previous 13F -54 shares

    2.81% of the 13F portfolio, value $2,933,063.

    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 8,280 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $3,092,083.

    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).