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Disclosery

Fortress Financial Solutions, LLC: ITOT position timeline

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

Fortress Financial Solutions, LLC held 23,783 ITOT 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 23,783 shares
    Change vs previous 13F -1,573 shares

    3.36% of the 13F portfolio, value $3,954,510.

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

  2. period ended2026-03-31
    13F 25,356 shares
    Change vs previous 13F -2,310 shares

    3.77% of the 13F portfolio, value $3,611,402.

    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 27,666 shares
    Change vs previous 13F -116 shares

    4.21% of the 13F portfolio, value $4,113,639.

    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 27,782 shares
    Change vs previous 13F -692 shares

    4.41% of the 13F portfolio, value $4,046,420.

    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 28,474 shares
    Change vs previous 13F -1,900 shares

    4.82% of the 13F portfolio, value $3,845,189.

    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 30,374 shares
    Change vs previous 13F -2,111 shares

    5.36% of the 13F portfolio, value $3,705,962.

    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 32,485 shares
    Change vs previous 13F not available

    5.96% of the 13F portfolio, value $4,178,213.

    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).