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Fortress Wealth Management, Inc.: SCHV position timeline

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

Fortress Wealth Management, Inc. held 77,913 SCHV 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 77,913 shares
    Change vs previous 13F -12,741 shares

    1.01% of the 13F portfolio, value $2,268,044.

    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 90,654 shares
    Change vs previous 13F +176 shares

    1.21% of the 13F portfolio, value $2,508,449.

    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 90,478 shares
    Change vs previous 13F +159 shares

    1.25% of the 13F portfolio, value $2,404,893.

    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 90,319 shares
    Change vs previous 13F +59,201 shares

    1.14% of the 13F portfolio, value $2,354,610.

    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 31,118 shares
    Change vs previous 13F -135 shares

    1.25% of the 13F portfolio, value $2,501,028.

    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 31,253 shares
    Change vs previous 13F +41 shares

    1.18% of the 13F portfolio, value $2,315,224.

    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 31,212 shares
    Change vs previous 13F -14,651 shares

    1.22% of the 13F portfolio, value $2,371,505.

    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 45,863 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $3,214,991.

    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).