Fortress Wealth Management, Inc.: NCA position timeline

Fortress Wealth Management, Inc. held 0 NCA shares at 2024-12-31 per its 13F-HR filed 2025-01-22.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -51,160 shares

   13F-HR 0001667731-25-000085 filed by Fortress Wealth Management, Inc.
   Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2024-09-30

   13F 51,160 shares

   Change vs previous 13F +481 shares

   0.23% of the 13F portfolio, value $466,584.

   13F-HR 0001908099-24-000005 filed by Fortress Wealth Management, Inc.
   Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-06-30

   13F 50,679 shares

   Change vs previous 13F +486 shares

   0.22% of the 13F portfolio, value $439,385.

   13F-HR 0001908099-24-000003 filed by Fortress Wealth Management, Inc.
   Filed 2024-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-03-31

   13F 50,193 shares

   Change vs previous 13F +472 shares

   0.23% of the 13F portfolio, value $451,740.

   13F-HR 0001908099-24-000002 filed by Fortress Wealth Management, Inc.
   Filed 2024-04-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-12-31

   13F 49,721 shares

   Change vs previous 13F not available

   0.24% of the 13F portfolio, value $445,504.

   13F-HR 0001908099-24-000001 filed by Fortress Wealth Management, Inc.
   Filed 2024-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).