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FORTRESS FINANCIAL GROUP, LLC: IEFA position timeline

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

FORTRESS FINANCIAL GROUP, LLC held 3,743 IEFA 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 3,743 shares
    Change vs previous 13F +14 shares

    0.18% of the 13F portfolio, value $361,482.

    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 3,729 shares
    Change vs previous 13F -1 shares

    0.25% of the 13F portfolio, value $337,612.

    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 3,730 shares
    Change vs previous 13F -21 shares

    0.25% of the 13F portfolio, value $333,711.

    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 3,751 shares
    Change vs previous 13F -787 shares

    0.26% of the 13F portfolio, value $333,725.

    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 4,538 shares
    Change vs previous 13F -14,137 shares

    0.32% of the 13F portfolio, value $378,825.

    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 18,675 shares
    Change vs previous 13F +80 shares

    1.41% of the 13F portfolio, value $1,412,777.

    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 18,595 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $1,306,854.

    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).