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Fortress Wealth Management, Inc.: DFAC position timeline

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

Fortress Wealth Management, Inc. held 36,333 DFAC 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 36,333 shares
    Change vs previous 13F +1,604 shares

    0.62% of the 13F portfolio, value $1,401,345.

    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 34,729 shares
    Change vs previous 13F -2 shares

    0.6% of the 13F portfolio, value $1,244,711.

    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 34,731 shares
    Change vs previous 13F +3,403 shares

    0.6% of the 13F portfolio, value $1,145,760.

    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 31,328 shares
    Change vs previous 13F +10,183 shares

    0.53% of the 13F portfolio, value $1,083,643.

    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 21,145 shares
    Change vs previous 13F +81 shares

    0.36% of the 13F portfolio, value $725,068.

    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 21,064 shares
    Change vs previous 13F +22 shares

    0.35% of the 13F portfolio, value $679,090.

    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 21,042 shares
    Change vs previous 13F -1,298 shares

    0.35% of the 13F portfolio, value $672,301.

    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 22,340 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $652,988.

    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).