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Disclosery

Fortress Financial Solutions, LLC: JEPI position timeline

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

Fortress Financial Solutions, LLC held 62,048 JEPI 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 62,048 shares
    Change vs previous 13F +3,061 shares

    2.96% of the 13F portfolio, value $3,488,327.

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

  2. period ended2026-03-31
    13F 58,987 shares
    Change vs previous 13F +3,542 shares

    3.49% of the 13F portfolio, value $3,343,362.

    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 55,445 shares
    Change vs previous 13F +6,105 shares

    3.25% of the 13F portfolio, value $3,173,686.

    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 49,340 shares
    Change vs previous 13F -7,276 shares

    3.07% of the 13F portfolio, value $2,817,293.

    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 56,616 shares
    Change vs previous 13F +4,104 shares

    4.04% of the 13F portfolio, value $3,218,635.

    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 52,512 shares
    Change vs previous 13F +2,613 shares

    4.34% of the 13F portfolio, value $3,000,512.

    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 49,899 shares
    Change vs previous 13F not available

    4.09% of the 13F portfolio, value $2,870,677.

    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).