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Fortress Wealth Management, Inc.: JPIE position timeline

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

Fortress Wealth Management, Inc. held 337,830 JPIE 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 337,830 shares
    Change vs previous 13F -4,021 shares

    6.97% of the 13F portfolio, value $15,678,696.

    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 341,851 shares
    Change vs previous 13F +22,846 shares

    7.64% of the 13F portfolio, value $15,834,583.

    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 319,005 shares
    Change vs previous 13F +40,211 shares

    7.63% of the 13F portfolio, value $14,696,563.

    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 278,794 shares
    Change vs previous 13F +29,273 shares

    6.17% of the 13F portfolio, value $12,718,601.

    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 249,521 shares
    Change vs previous 13F +27,079 shares

    5.78% of the 13F portfolio, value $11,575,339.

    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 222,442 shares
    Change vs previous 13F -540 shares

    5.17% of the 13F portfolio, value $10,112,217.

    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 222,982 shares
    Change vs previous 13F -2,154 shares

    5.24% of the 13F portfolio, value $10,159,078.

    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 225,136 shares
    Change vs previous 13F not available

    5.6% of the 13F portfolio, value $10,268,441.

    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).