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FORTRESS FINANCIAL GROUP, LLC: XEL position timeline

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

FORTRESS FINANCIAL GROUP, LLC held 0 XEL 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 0 shares
    Change vs previous 13F -2,536 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 2,536 shares
    Change vs previous 13F -1,092 shares

    0.15% of the 13F portfolio, value $201,468.

    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 3,628 shares
    Change vs previous 13F +25 shares

    0.2% of the 13F portfolio, value $267,973.

    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 3,603 shares
    Change vs previous 13F +29 shares

    0.22% of the 13F portfolio, value $290,560.

    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 3,574 shares
    Change vs previous 13F +29 shares

    0.21% of the 13F portfolio, value $243,377.

    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 3,545 shares
    Change vs previous 13F +29 shares

    0.25% of the 13F portfolio, value $250,963.

    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 3,516 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $237,419.

    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).