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Fortress Wealth Management, Inc.: QDPL position timeline

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

Fortress Wealth Management, Inc. held 67,506 QDPL 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 67,506 shares
    Change vs previous 13F -8,847 shares

    1.26% of the 13F portfolio, value $2,828,510.

    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 76,353 shares
    Change vs previous 13F -618 shares

    1.45% of the 13F portfolio, value $3,012,920.

    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 76,971 shares
    Change vs previous 13F -24,718 shares

    1.46% of the 13F portfolio, value $2,810,964.

    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 101,689 shares
    Change vs previous 13F +959 shares

    1.89% of the 13F portfolio, value $3,903,846.

    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 100,730 shares
    Change vs previous 13F -27,311 shares

    1.91% of the 13F portfolio, value $3,823,748.

    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 128,041 shares
    Change vs previous 13F +674 shares

    2.4% of the 13F portfolio, value $4,697,822.

    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 127,367 shares
    Change vs previous 13F +7,451 shares

    2.35% of the 13F portfolio, value $4,559,748.

    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 119,916 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $3,963,225.

    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).