Skip to content
Disclosery

Fortress Wealth Management, Inc.: NEAR position timeline

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

Fortress Wealth Management, Inc. held 5,235 NEAR 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 5,235 shares
    Change vs previous 13F +18 shares

    0.12% of the 13F portfolio, value $268,431.

    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 5,217 shares
    Change vs previous 13F +17 shares

    0.13% of the 13F portfolio, value $266,624.

    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 5,200 shares
    Change vs previous 13F -878 shares

    0.14% of the 13F portfolio, value $264,504.

    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 6,078 shares
    Change vs previous 13F -269 shares

    0.15% of the 13F portfolio, value $306,927.

    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 6,347 shares
    Change vs previous 13F +2 shares

    0.16% of the 13F portfolio, value $325,261.

    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 6,345 shares
    Change vs previous 13F -387 shares

    0.16% of the 13F portfolio, value $319,319.

    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 6,732 shares
    Change vs previous 13F +22 shares

    0.18% of the 13F portfolio, value $339,701.

    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 6,710 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $338,993.

    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).