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Fortress Wealth Management, Inc.: SGOV position timeline

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

Fortress Wealth Management, Inc. held 11,410 SGOV 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 11,410 shares
    Change vs previous 13F +467 shares

    0.51% of the 13F portfolio, value $1,148,974.

    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 10,943 shares
    Change vs previous 13F +890 shares

    0.53% of the 13F portfolio, value $1,101,858.

    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 10,053 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,012,062.

    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).