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FORTERIS WEALTH MANAGEMENT INC.: IWM position timeline

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

FORTERIS WEALTH MANAGEMENT INC. held 7,009 IWM 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 7,009 shares
    Change vs previous 13F +165 shares

    1.72% of the 13F portfolio, value $2,105,854.

    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 6,844 shares
    Change vs previous 13F -150 shares

    1.62% of the 13F portfolio, value $1,697,312.

    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 6,994 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $1,721,643.

    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).