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Fortress Wealth Management, Inc.: CEFS position timeline

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

Fortress Wealth Management, Inc. held 352,729 CEFS 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 352,729 shares
    Change vs previous 13F +1,434 shares

    3.57% of the 13F portfolio, value $8,031,643.

    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 351,295 shares
    Change vs previous 13F +15,405 shares

    3.77% of the 13F portfolio, value $7,812,812.

    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 335,890 shares
    Change vs previous 13F -35,588 shares

    3.72% of the 13F portfolio, value $7,164,543.

    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 371,478 shares
    Change vs previous 13F +30,569 shares

    3.86% of the 13F portfolio, value $7,957,057.

    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 340,909 shares
    Change vs previous 13F +14,164 shares

    3.79% of the 13F portfolio, value $7,585,257.

    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 326,745 shares
    Change vs previous 13F -7,374 shares

    3.56% of the 13F portfolio, value $6,956,402.

    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 334,119 shares
    Change vs previous 13F +26,773 shares

    3.56% of the 13F portfolio, value $6,906,237.

    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 307,346 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $5,830,352.

    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).