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FORTRESS FINANCIAL GROUP, LLC: IWD position timeline

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

FORTRESS FINANCIAL GROUP, LLC held 11,278 IWD 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 11,278 shares
    Change vs previous 13F -957 shares

    1.37% of the 13F portfolio, value $2,734,009.

    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 12,235 shares
    Change vs previous 13F -75 shares

    1.93% of the 13F portfolio, value $2,614,186.

    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 12,310 shares
    Change vs previous 13F +43 shares

    1.91% of the 13F portfolio, value $2,589,265.

    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 12,267 shares
    Change vs previous 13F -286 shares

    1.91% of the 13F portfolio, value $2,497,530.

    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 12,553 shares
    Change vs previous 13F -597 shares

    2.07% of the 13F portfolio, value $2,438,197.

    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 13,150 shares
    Change vs previous 13F +45 shares

    2.47% of the 13F portfolio, value $2,474,371.

    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 13,105 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $2,426,199.

    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).