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FORTRESS FINANCIAL GROUP, LLC: IJR position timeline

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

FORTRESS FINANCIAL GROUP, LLC held 9,042 IJR 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 9,042 shares
    Change vs previous 13F -29,133 shares

    0.67% of the 13F portfolio, value $1,340,958.

    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 38,175 shares
    Change vs previous 13F -54 shares

    3.51% of the 13F portfolio, value $4,745,540.

    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 38,229 shares
    Change vs previous 13F +2,242 shares

    3.39% of the 13F portfolio, value $4,594,317.

    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 35,987 shares
    Change vs previous 13F +3,142 shares

    3.28% of the 13F portfolio, value $4,276,314.

    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 32,845 shares
    Change vs previous 13F +15,158 shares

    3.04% of the 13F portfolio, value $3,589,671.

    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 17,687 shares
    Change vs previous 13F +1,752 shares

    1.85% of the 13F portfolio, value $1,849,501.

    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 15,935 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $1,836,004.

    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).