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FORTRESS FINANCIAL GROUP, LLC: IUSG position timeline

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

FORTRESS FINANCIAL GROUP, LLC held 30,550 IUSG 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 30,550 shares
    Change vs previous 13F -65,777 shares

    2.87% of the 13F portfolio, value $5,746,094.

    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 96,327 shares
    Change vs previous 13F +3,710 shares

    11.05% of the 13F portfolio, value $14,941,301.

    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 92,617 shares
    Change vs previous 13F +1,270 shares

    11.48% of the 13F portfolio, value $15,554,148.

    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 91,347 shares
    Change vs previous 13F +1,108 shares

    11.52% of the 13F portfolio, value $15,030,235.

    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 90,239 shares
    Change vs previous 13F -6,058 shares

    11.5% of the 13F portfolio, value $13,571,975.

    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 96,297 shares
    Change vs previous 13F +3,046 shares

    12.22% of the 13F portfolio, value $12,237,410.

    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 93,251 shares
    Change vs previous 13F not available

    12.92% of the 13F portfolio, value $12,994,483.

    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).