Skip to content
Disclosery

Fortress Wealth Management, Inc.: MTUM position timeline

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

Fortress Wealth Management, Inc. held 5,369 MTUM 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 5,369 shares
    Change vs previous 13F -18 shares

    0.61% of the 13F portfolio, value $1,376,821.

    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 5,387 shares
    Change vs previous 13F -3 shares

    0.62% of the 13F portfolio, value $1,294,901.

    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 5,390 shares
    Change vs previous 13F -106 shares

    0.57% of the 13F portfolio, value $1,089,403.

    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 5,496 shares
    Change vs previous 13F -447 shares

    0.55% of the 13F portfolio, value $1,137,138.

    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 5,943 shares
    Change vs previous 13F -211 shares

    0.6% of the 13F portfolio, value $1,205,274.

    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 6,154 shares
    Change vs previous 13F +6 shares

    0.61% of the 13F portfolio, value $1,199,161.

    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 6,148 shares
    Change vs previous 13F -3,791 shares

    0.59% of the 13F portfolio, value $1,151,865.

    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 9,939 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,559,380.

    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).