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Disclosery

Fortress Financial Solutions, LLC: IVV position timeline

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

Fortress Financial Solutions, LLC held 12,633 IVV 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 12,633 shares
    Change vs previous 13F +608 shares

    8.62% of the 13F portfolio, value $8,252,255.

    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 12,025 shares
    Change vs previous 13F +792 shares

    8.43% of the 13F portfolio, value $8,236,422.

    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 11,233 shares
    Change vs previous 13F +2,565 shares

    8.19% of the 13F portfolio, value $7,518,283.

    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 8,668 shares
    Change vs previous 13F +999 shares

    6.75% of the 13F portfolio, value $5,381,826.

    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 7,669 shares
    Change vs previous 13F +3,000 shares

    6.23% of the 13F portfolio, value $4,309,447.

    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 4,669 shares
    Change vs previous 13F not available

    3.92% of the 13F portfolio, value $2,748,655.

    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).