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FORTRESS FINANCIAL GROUP, LLC: FBND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORTRESS FINANCIAL GROUP, LLC on FBND, newest first. How the timeline and the estimate are built.

FORTRESS FINANCIAL GROUP, LLC held 15,237 FBND shares at 2026-06-30 per its 13F-HR/A filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 15,237 shares
    Change vs previous 13F -39,156 shares

    0.35% of the 13F portfolio, value $693,145.

    13F-HR/A 0001951757-26-001251 filed by FORTRESS FINANCIAL GROUP, LLC
    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 54,393 shares
    Change vs previous 13F +5,401 shares

    1.84% of the 13F portfolio, value $2,481,393.

    13F-HR 0001951757-26-000876 filed by FORTRESS FINANCIAL GROUP, LLC
    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 48,992 shares
    Change vs previous 13F +2,789 shares

    1.67% of the 13F portfolio, value $2,255,590.

    13F-HR 0001951757-26-000285 filed by FORTRESS FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 46,203 shares
    Change vs previous 13F +471 shares

    1.64% of the 13F portfolio, value $2,136,449.

    13F-HR 0001951757-25-001287 filed by FORTRESS FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 45,732 shares
    Change vs previous 13F -28,977 shares

    1.77% of the 13F portfolio, value $2,092,247.

    13F-HR 0001951757-25-001094 filed by FORTRESS FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 74,709 shares
    Change vs previous 13F +1,309 shares

    3.4% of the 13F portfolio, value $3,410,476.

    13F-HR 0001951757-25-000304 filed by FORTRESS FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 73,400 shares
    Change vs previous 13F not available

    3.27% of the 13F portfolio, value $3,293,439.

    13F-HR 0001951757-25-000184 filed by FORTRESS FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).