FORTRESS FINANCIAL GROUP, LLC: IBM position timeline

FORTRESS FINANCIAL GROUP, LLC held 6,794 IBM 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 6,794 shares

   Change vs previous 13F -1,396 shares

   0.95% of the 13F portfolio, value $1,910,551.

   13F-HR/A 0001951757-26-001251 filed by FORTRESS FINANCIAL GROUP, LLC
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 8,190 shares

   Change vs previous 13F +360 shares

   1.47% of the 13F portfolio, value $1,985,263.

   13F-HR 0001951757-26-000876 filed by FORTRESS FINANCIAL GROUP, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 7,830 shares

   Change vs previous 13F +3 shares

   1.71% of the 13F portfolio, value $2,319,229.

   13F-HR 0001951757-26-000285 filed by FORTRESS FINANCIAL GROUP, LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 7,827 shares

   Change vs previous 13F +3 shares

   1.69% of the 13F portfolio, value $2,208,525.

   13F-HR 0001951757-25-001287 filed by FORTRESS FINANCIAL GROUP, LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 7,824 shares

   Change vs previous 13F not available

   1.95% of the 13F portfolio, value $2,306,430.

   13F-HR 0001951757-25-001094 filed by FORTRESS FINANCIAL GROUP, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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