Skip to content
Disclosery

FORTERIS WEALTH MANAGEMENT INC.: SPXV position timeline

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

FORTERIS WEALTH MANAGEMENT INC. held 5,499 SPXV 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 5,499 shares
    Change vs previous 13F -280 shares

    0.38% of the 13F portfolio, value $459,787.

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

  2. period ended2026-06-30
    13F 5,779 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $474,708.

    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 5,779 shares
    Change vs previous 13F -265 shares

    0.39% of the 13F portfolio, value $410,379.

    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 6,044 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $450,762.

    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).