Skip to content
Disclosery

FORTRESS FINANCIAL GROUP, LLC: IUSV position timeline

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

FORTRESS FINANCIAL GROUP, LLC held 34,118 IUSV 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 34,118 shares
    Change vs previous 13F -105,253 shares

    1.88% of the 13F portfolio, value $3,758,122.

    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 139,371 shares
    Change vs previous 13F -1,624 shares

    10.54% of the 13F portfolio, value $14,250,703.

    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 140,995 shares
    Change vs previous 13F +4,037 shares

    10.67% of the 13F portfolio, value $14,457,656.

    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 136,958 shares
    Change vs previous 13F +4,402 shares

    10.5% of the 13F portfolio, value $13,688,973.

    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 132,556 shares
    Change vs previous 13F -8,485 shares

    10.62% of the 13F portfolio, value $12,543,769.

    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 141,041 shares
    Change vs previous 13F +6,841 shares

    12.99% of the 13F portfolio, value $13,016,691.

    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 134,200 shares
    Change vs previous 13F not available

    12.35% of the 13F portfolio, value $12,425,623.

    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).