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Disclosery

Fortress Financial Solutions, LLC: IJR position timeline

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

Fortress Financial Solutions, LLC held 24,682 IJR 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 24,682 shares
    Change vs previous 13F +2,292 shares

    2.85% of the 13F portfolio, value $3,357,747.

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

  2. period ended2026-03-31
    13F 22,390 shares
    Change vs previous 13F -2,682 shares

    2.91% of the 13F portfolio, value $2,783,284.

    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 25,072 shares
    Change vs previous 13F -1,601 shares

    3.08% of the 13F portfolio, value $3,013,165.

    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 26,673 shares
    Change vs previous 13F +1,172 shares

    3.45% of the 13F portfolio, value $3,169,592.

    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 25,501 shares
    Change vs previous 13F +761 shares

    3.5% of the 13F portfolio, value $2,786,990.

    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 24,740 shares
    Change vs previous 13F +445 shares

    3.74% of the 13F portfolio, value $2,587,011.

    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 24,295 shares
    Change vs previous 13F not available

    3.99% of the 13F portfolio, value $2,799,295.

    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).