Fortress Wealth Management, Inc.: DBND position timeline

Fortress Wealth Management, Inc. held 0 DBND shares at 2024-12-31 per its 13F-HR filed 2025-01-22.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -7,764 shares

   13F-HR 0001667731-25-000085 filed by Fortress Wealth Management, Inc.
   Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

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

2. period ended2024-09-30

   13F 7,764 shares

   Change vs previous 13F -312 shares

   0.18% of the 13F portfolio, value $367,782.

   13F-HR 0001908099-24-000005 filed by Fortress Wealth Management, Inc.
   Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-06-30

   13F 8,076 shares

   Change vs previous 13F -717 shares

   0.19% of the 13F portfolio, value $366,654.

   13F-HR 0001908099-24-000003 filed by Fortress Wealth Management, Inc.
   Filed 2024-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-03-31

   13F 8,793 shares

   Change vs previous 13F +103 shares

   0.21% of the 13F portfolio, value $403,431.

   13F-HR 0001908099-24-000002 filed by Fortress Wealth Management, Inc.
   Filed 2024-04-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-12-31

   13F 8,690 shares

   Change vs previous 13F not available

   0.22% of the 13F portfolio, value $401,953.

   13F-HR 0001908099-24-000001 filed by Fortress Wealth Management, Inc.
   Filed 2024-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).