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Disclosery

Fortress Wealth Management, Inc.: BSMR position timeline

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

Fortress Wealth Management, Inc. held 0 BSMR shares at 2025-03-31 per its 13F-HR filed 2025-05-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -51,649 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 51,649 shares
    Change vs previous 13F +362 shares

    0.59% of the 13F portfolio, value $1,218,909.

    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).

  3. period ended2024-09-30
    13F 51,287 shares
    Change vs previous 13F +362 shares

    0.61% of the 13F portfolio, value $1,215,522.

    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).

  4. period ended2024-06-30
    13F 50,925 shares
    Change vs previous 13F +356 shares

    0.61% of the 13F portfolio, value $1,195,718.

    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).

  5. period ended2024-03-31
    13F 50,569 shares
    Change vs previous 13F +335 shares

    0.62% of the 13F portfolio, value $1,196,213.

    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).

  6. period ended2023-12-31
    13F 50,234 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,200,741.

    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).