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Disclosery

Fortress Financial Solutions, LLC: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fortress Financial Solutions, LLC on AEP, newest first. How the timeline and the estimate are built.

Fortress Financial Solutions, LLC held 5,628 AEP shares at 2026-03-31 per its 13F-HR filed 2026-05-04.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 5,628 shares
    Change vs previous 13F +456 shares

    0.77% of the 13F portfolio, value $737,686.

    13F-HR 0002039501-26-000005 filed by Fortress Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 5,172 shares
    Change vs previous 13F +192 shares

    0.61% of the 13F portfolio, value $596,376.

    13F-HR 0002039501-26-000001 filed by Fortress Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 4,980 shares
    Change vs previous 13F +1,334 shares

    0.61% of the 13F portfolio, value $560,260.

    13F-HR 0002039501-25-000013 filed by Fortress Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 3,646 shares
    Change vs previous 13F -33 shares

    0.47% of the 13F portfolio, value $378,267.

    13F-HR 0002039501-25-000012 filed by Fortress Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 3,679 shares
    Change vs previous 13F +221 shares

    0.58% of the 13F portfolio, value $401,991.

    13F-HR 0002039501-25-000011 filed by Fortress Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 3,458 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $318,939.

    13F-HR 0002039501-25-000002 filed by Fortress Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).