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Fortress Wealth Management, Inc.: DFIC position timeline

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

Fortress Wealth Management, Inc. held 8,036 DFIC 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 8,036 shares
    Change vs previous 13F +484 shares

    0.12% of the 13F portfolio, value $263,491.

    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 7,552 shares
    Change vs previous 13F +52 shares

    0.11% of the 13F portfolio, value $234,819.

    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 7,500 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $208,287.

    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).