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FORTRESS FINANCIAL GROUP, LLC: WFC position timeline

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

FORTRESS FINANCIAL GROUP, LLC held 6,252 WFC 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 6,252 shares
    Change vs previous 13F +17 shares

    0.26% of the 13F portfolio, value $516,670.

    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 6,235 shares
    Change vs previous 13F -90 shares

    0.37% of the 13F portfolio, value $496,348.

    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 6,325 shares
    Change vs previous 13F +16 shares

    0.44% of the 13F portfolio, value $589,477.

    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 6,309 shares
    Change vs previous 13F +17 shares

    0.41% of the 13F portfolio, value $528,814.

    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 6,292 shares
    Change vs previous 13F +16 shares

    0.43% of the 13F portfolio, value $504,146.

    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 6,276 shares
    Change vs previous 13F +15 shares

    0.45% of the 13F portfolio, value $450,567.

    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 6,261 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $439,754.

    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).