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Fortress Wealth Management, Inc.: AVEM position timeline

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

Fortress Wealth Management, Inc. held 19,924 AVEM 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 19,924 shares
    Change vs previous 13F -2,900 shares

    0.67% of the 13F portfolio, value $1,496,485.

    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 22,824 shares
    Change vs previous 13F +48 shares

    0.75% of the 13F portfolio, value $1,564,424.

    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 22,776 shares
    Change vs previous 13F -2,449 shares

    0.71% of the 13F portfolio, value $1,370,436.

    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 25,225 shares
    Change vs previous 13F -5,124 shares

    0.72% of the 13F portfolio, value $1,483,004.

    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 30,349 shares
    Change vs previous 13F -49,361 shares

    0.98% of the 13F portfolio, value $1,960,595.

    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 79,710 shares
    Change vs previous 13F +1,072 shares

    2.49% of the 13F portfolio, value $4,869,455.

    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 78,638 shares
    Change vs previous 13F +4,050 shares

    2.35% of the 13F portfolio, value $4,557,858.

    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 74,588 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $4,206,003.

    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).