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Fortress Wealth Management, Inc.: IEFA position timeline

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

Fortress Wealth Management, Inc. held 12,385 IEFA 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 12,385 shares
    Change vs previous 13F -1,964 shares

    0.48% of the 13F portfolio, value $1,081,304.

    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 14,349 shares
    Change vs previous 13F +66 shares

    0.58% of the 13F portfolio, value $1,197,931.

    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 14,283 shares
    Change vs previous 13F -1,483 shares

    0.56% of the 13F portfolio, value $1,080,539.

    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 15,766 shares
    Change vs previous 13F -6,132 shares

    0.54% of the 13F portfolio, value $1,108,058.

    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 21,898 shares
    Change vs previous 13F -49,970 shares

    0.85% of the 13F portfolio, value $1,709,224.

    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 71,868 shares
    Change vs previous 13F -327 shares

    2.67% of the 13F portfolio, value $5,220,484.

    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 72,195 shares
    Change vs previous 13F +3,142 shares

    2.76% of the 13F portfolio, value $5,358,280.

    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 69,053 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $4,857,881.

    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).