Skip to content
Disclosery

Fortress Wealth Management, Inc.: EFV position timeline

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

Fortress Wealth Management, Inc. held 24,842 EFV 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 24,842 shares
    Change vs previous 13F +128 shares

    0.75% of the 13F portfolio, value $1,685,060.

    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 24,714 shares
    Change vs previous 13F +225 shares

    0.76% of the 13F portfolio, value $1,568,933.

    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 24,489 shares
    Change vs previous 13F -563 shares

    0.75% of the 13F portfolio, value $1,443,375.

    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 25,052 shares
    Change vs previous 13F -1,102 shares

    0.64% of the 13F portfolio, value $1,314,484.

    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 26,154 shares
    Change vs previous 13F -516 shares

    0.75% of the 13F portfolio, value $1,504,726.

    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 26,670 shares
    Change vs previous 13F +223 shares

    0.72% of the 13F portfolio, value $1,414,552.

    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 26,447 shares
    Change vs previous 13F -13,676 shares

    0.74% of the 13F portfolio, value $1,438,730.

    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 40,123 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $2,090,413.

    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).