Skip to content
Disclosery

Fortress Wealth Management, Inc.: IQDF position timeline

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

Fortress Wealth Management, Inc. held 37,456 IQDF 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 37,456 shares
    Change vs previous 13F +5,999 shares

    0.48% of the 13F portfolio, value $1,068,805.

    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 31,457 shares
    Change vs previous 13F +2,570 shares

    0.41% of the 13F portfolio, value $852,509.

    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 28,887 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $720,141.

    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).