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Fortress Wealth Management, Inc.: BBRE position timeline

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

Fortress Wealth Management, Inc. held 2,117 BBRE 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 2,117 shares
    Change vs previous 13F -1,130 shares

    0.09% of the 13F portfolio, value $202,141.

    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 3,247 shares
    Change vs previous 13F -112 shares

    0.14% of the 13F portfolio, value $299,213.

    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 3,359 shares
    Change vs previous 13F -1,592 shares

    0.16% of the 13F portfolio, value $315,806.

    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 4,951 shares
    Change vs previous 13F -4,215 shares

    0.22% of the 13F portfolio, value $463,580.

    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 9,166 shares
    Change vs previous 13F -27,927 shares

    0.46% of the 13F portfolio, value $925,010.

    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 37,093 shares
    Change vs previous 13F +1,993 shares

    1.66% of the 13F portfolio, value $3,253,793.

    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 35,100 shares
    Change vs previous 13F +2,303 shares

    1.6% of the 13F portfolio, value $3,105,653.

    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 32,797 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $2,930,392.

    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).