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Fortress Wealth Management, Inc.: AVDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fortress Wealth Management, Inc. on AVDV, newest first. How the timeline and the estimate are built.

Fortress Wealth Management, Inc. held 65,420 AVDV shares at 2025-09-30 per its 13F-HR filed 2025-10-16.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 65,420 shares
    Change vs previous 13F +1,294 shares

    2.59% of the 13F portfolio, value $5,824,317.

    13F-HR 0002085853-25-000105 filed by Fortress Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 64,126 shares
    Change vs previous 13F +852 shares

    2.45% of the 13F portfolio, value $5,083,986.

    13F-HR 0001667731-25-000770 filed by Fortress Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 63,274 shares
    Change vs previous 13F -3,401 shares

    2.29% of the 13F portfolio, value $4,412,695.

    13F-HR 0001667731-25-000577 filed by Fortress Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 66,675 shares
    Change vs previous 13F +4,715 shares

    2.1% of the 13F portfolio, value $4,339,187.

    13F-HR 0001667731-25-000085 filed by Fortress Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 61,960 shares
    Change vs previous 13F +1,519 shares

    2.19% of the 13F portfolio, value $4,378,810.

    13F-HR 0001908099-24-000005 filed by Fortress Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 60,441 shares
    Change vs previous 13F +1,435 shares

    2.01% of the 13F portfolio, value $3,925,613.

    13F-HR 0001908099-24-000003 filed by Fortress Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 59,006 shares
    Change vs previous 13F +2,765 shares

    2% of the 13F portfolio, value $3,886,125.

    13F-HR 0001908099-24-000002 filed by Fortress Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 56,241 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $3,514,509.

    13F-HR 0001908099-24-000001 filed by Fortress Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).