Skip to content
Disclosery

FORTERIS WEALTH MANAGEMENT INC.: NEAR position timeline

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

FORTERIS WEALTH MANAGEMENT INC. held 23,095 NEAR 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 23,095 shares
    Change vs previous 13F +6,661 shares

    0.95% of the 13F portfolio, value $1,151,495.

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

  2. period ended2026-06-30
    13F 16,434 shares
    Change vs previous 13F +2,007 shares

    0.68% of the 13F portfolio, value $832,554.

    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 14,427 shares
    Change vs previous 13F +1,632 shares

    0.7% of the 13F portfolio, value $733,397.

    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 12,795 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $653,825.

    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).