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Fortress Wealth Management, Inc.: PYLD position timeline

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

Fortress Wealth Management, Inc. held 608,994 PYLD 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 608,994 shares
    Change vs previous 13F -8,517 shares

    7.27% of the 13F portfolio, value $16,345,399.

    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 617,511 shares
    Change vs previous 13F +38,500 shares

    7.9% of the 13F portfolio, value $16,388,783.

    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 579,011 shares
    Change vs previous 13F -2,481 shares

    7.92% of the 13F portfolio, value $15,256,942.

    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 581,492 shares
    Change vs previous 13F +85,331 shares

    7.31% of the 13F portfolio, value $15,072,277.

    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 496,161 shares
    Change vs previous 13F +155,291 shares

    6.61% of the 13F portfolio, value $13,222,734.

    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 340,870 shares
    Change vs previous 13F -1,341 shares

    4.47% of the 13F portfolio, value $8,739,899.

    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 342,211 shares
    Change vs previous 13F +32,925 shares

    4.54% of the 13F portfolio, value $8,815,363.

    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 309,286 shares
    Change vs previous 13F not available

    4.33% of the 13F portfolio, value $7,937,834.

    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).