Skip to content
Disclosery

Fortress Wealth Management, Inc.: DFIV position timeline

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

Fortress Wealth Management, Inc. held 361,963 DFIV 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 361,963 shares
    Change vs previous 13F +20,614 shares

    7.42% of the 13F portfolio, value $16,693,722.

    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 341,349 shares
    Change vs previous 13F +12,595 shares

    7.05% of the 13F portfolio, value $14,620,000.

    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 328,754 shares
    Change vs previous 13F -30,785 shares

    6.72% of the 13F portfolio, value $12,939,765.

    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 359,539 shares
    Change vs previous 13F +19,530 shares

    6.19% of the 13F portfolio, value $12,756,444.

    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 340,009 shares
    Change vs previous 13F +9,396 shares

    6.47% of the 13F portfolio, value $12,947,576.

    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 330,613 shares
    Change vs previous 13F +9,948 shares

    6.08% of the 13F portfolio, value $11,882,240.

    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 320,665 shares
    Change vs previous 13F +13,116 shares

    6.07% of the 13F portfolio, value $11,784,445.

    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 307,549 shares
    Change vs previous 13F not available

    5.76% of the 13F portfolio, value $10,567,399.

    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).