Fortress Wealth Management, Inc.: AVIV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fortress Wealth Management, Inc. on AVIV, newest first. How the timeline and the estimate are built.
Fortress Wealth Management, Inc. held 5,070 AVIV shares at 2025-09-30 per its 13F-HR filed 2025-10-16.
the latest 13F is the newest step
- period ended2025-09-3013F 5,070 sharesChange vs previous 13F +1 shares
0.15% of the 13F portfolio, value $341,922.
13F-HR 0002085853-25-000105 filed by Fortress Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,069 sharesChange vs previous 13F +1,329 shares
0.15% of the 13F portfolio, value $315,533.
13F-HR 0001667731-25-000770 filed by Fortress Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,740 sharesChange vs previous 13F +3,740 shares
0.11% of the 13F portfolio, value $211,965.
13F-HR 0001667731-25-000577 filed by Fortress Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -3,709 shares
13F-HR 0001667731-25-000085 filed by Fortress Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 3,709 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $208,307.
13F-HR 0001908099-24-000005 filed by Fortress Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).