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Fortress Wealth Management, Inc.: AVLV position timeline

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

Fortress Wealth Management, Inc. held 347,107 AVLV 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 347,107 shares
    Change vs previous 13F +1,136 shares

    11.16% of the 13F portfolio, value $25,081,937.

    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 345,971 shares
    Change vs previous 13F -7,698 shares

    11.38% of the 13F portfolio, value $23,598,738.

    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 353,669 shares
    Change vs previous 13F -56,662 shares

    11.98% of the 13F portfolio, value $23,062,750.

    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 410,331 shares
    Change vs previous 13F +25,351 shares

    13.28% of the 13F portfolio, value $27,397,821.

    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 384,980 shares
    Change vs previous 13F +62,911 shares

    12.66% of the 13F portfolio, value $25,343,271.

    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 322,069 shares
    Change vs previous 13F +5,225 shares

    10.35% of the 13F portfolio, value $20,238,807.

    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 316,844 shares
    Change vs previous 13F +13,899 shares

    10.49% of the 13F portfolio, value $20,360,416.

    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 302,945 shares
    Change vs previous 13F not available

    9.54% of the 13F portfolio, value $17,498,104.

    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).