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Disclosery

FORTERIS WEALTH MANAGEMENT INC.: XSSPX position timeline

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

FORTERIS WEALTH MANAGEMENT INC. held 93,618 XSSPX 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 93,618 shares
    Change vs previous 13F +3,303 shares

    1.43% of the 13F portfolio, value $1,730,997.

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

  2. period ended2026-06-30
    13F 90,315 shares
    Change vs previous 13F +5,018 shares

    1.38% of the 13F portfolio, value $1,683,472.

    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 85,297 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $1,370,723.

    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).