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Disclosery

Fortress Wealth Management, Inc.: DFAT position timeline

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

Fortress Wealth Management, Inc. held 10,892 DFAT 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 10,892 shares
    Change vs previous 13F -4,593 shares

    0.28% of the 13F portfolio, value $634,015.

    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 15,485 shares
    Change vs previous 13F -1,526 shares

    0.4% of the 13F portfolio, value $835,636.

    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 17,011 shares
    Change vs previous 13F -19,149 shares

    0.45% of the 13F portfolio, value $875,894.

    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 36,160 shares
    Change vs previous 13F +47 shares

    0.98% of the 13F portfolio, value $2,012,644.

    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 36,113 shares
    Change vs previous 13F +193 shares

    1% of the 13F portfolio, value $2,009,043.

    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 35,920 shares
    Change vs previous 13F -279 shares

    0.95% of the 13F portfolio, value $1,863,174.

    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 36,199 shares
    Change vs previous 13F +9,498 shares

    1.02% of the 13F portfolio, value $1,970,339.

    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 26,701 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,397,286.

    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).