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FORTERIS WEALTH MANAGEMENT INC.: QUAL position timeline

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

FORTERIS WEALTH MANAGEMENT INC. held 28,647 QUAL 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 28,647 shares
    Change vs previous 13F +694 shares

    5.26% of the 13F portfolio, value $6,366,511.

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

  2. period ended2026-06-30
    13F 27,953 shares
    Change vs previous 13F +2,959 shares

    5.02% of the 13F portfolio, value $6,133,676.

    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 24,994 shares
    Change vs previous 13F +286 shares

    4.59% of the 13F portfolio, value $4,794,017.

    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 24,708 shares
    Change vs previous 13F not available

    4.83% of the 13F portfolio, value $4,907,570.

    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).