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Fortress Wealth Management, Inc.: HYEM position timeline

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

Fortress Wealth Management, Inc. held 29,683 HYEM 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 29,683 shares
    Change vs previous 13F -4,062 shares

    0.26% of the 13F portfolio, value $595,135.

    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 33,745 shares
    Change vs previous 13F +280 shares

    0.32% of the 13F portfolio, value $668,838.

    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 33,465 shares
    Change vs previous 13F -12,204 shares

    0.34% of the 13F portfolio, value $657,584.

    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 45,669 shares
    Change vs previous 13F -16,978 shares

    0.43% of the 13F portfolio, value $889,168.

    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 62,647 shares
    Change vs previous 13F -132,249 shares

    0.62% of the 13F portfolio, value $1,246,082.

    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 194,896 shares
    Change vs previous 13F -3,088 shares

    1.91% of the 13F portfolio, value $3,730,300.

    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 197,984 shares
    Change vs previous 13F +17,551 shares

    1.95% of the 13F portfolio, value $3,777,530.

    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 180,433 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $3,339,820.

    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).