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FORTRESS FINANCIAL GROUP, LLC: GEV position timeline

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

FORTRESS FINANCIAL GROUP, LLC held 238 GEV 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 238 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $279,377.

    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 238 shares
    Change vs previous 13F -341 shares

    0.15% of the 13F portfolio, value $207,467.

    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 579 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $378,580.

    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 579 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $356,027.

    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 579 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $306,253.

    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).