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Fortress Wealth Management, Inc.: AVES position timeline

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

Fortress Wealth Management, Inc. held 100,210 AVES 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 100,210 shares
    Change vs previous 13F +1,586 shares

    2.56% of the 13F portfolio, value $5,749,047.

    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 98,624 shares
    Change vs previous 13F +3,079 shares

    2.55% of the 13F portfolio, value $5,280,879.

    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 95,545 shares
    Change vs previous 13F +17,046 shares

    2.34% of the 13F portfolio, value $4,505,879.

    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 78,499 shares
    Change vs previous 13F +15,047 shares

    1.76% of the 13F portfolio, value $3,626,669.

    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 63,452 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $3,308,387.

    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).