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Disclosery

Fortress Financial Solutions, LLC: HEI position timeline

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

Fortress Financial Solutions, LLC held 1,377 HEI shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,377 shares
    Change vs previous 13F -419 shares

    0.35% of the 13F portfolio, value $417,542.

    13F-HR 0002039501-26-000011 filed by Fortress Financial Solutions, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 1,796 shares
    Change vs previous 13F +49 shares

    0.51% of the 13F portfolio, value $492,538.

    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).

  3. period ended2025-12-31
    13F 1,747 shares
    Change vs previous 13F +106 shares

    0.58% of the 13F portfolio, value $565,358.

    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).

  4. period ended2025-09-30
    13F 1,641 shares
    Change vs previous 13F +381 shares

    0.58% of the 13F portfolio, value $529,794.

    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).

  5. period ended2025-06-30
    13F 1,260 shares
    Change vs previous 13F +14 shares

    0.52% of the 13F portfolio, value $413,293.

    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).

  6. period ended2025-03-31
    13F 1,246 shares
    Change vs previous 13F +141 shares

    0.48% of the 13F portfolio, value $332,930.

    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).

  7. period ended2024-12-31
    13F 1,105 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $262,703.

    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).