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Fortress Wealth Management, Inc.: SPGI position timeline

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

Fortress Wealth Management, Inc. held 6,939 SPGI 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 6,939 shares
    Change vs previous 13F +2 shares

    1.5% of the 13F portfolio, value $3,377,281.

    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 6,937 shares
    Change vs previous 13F 0 shares

    1.76% of the 13F portfolio, value $3,657,811.

    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 6,937 shares
    Change vs previous 13F -10 shares

    1.83% of the 13F portfolio, value $3,524,690.

    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 6,947 shares
    Change vs previous 13F -9 shares

    1.68% of the 13F portfolio, value $3,459,814.

    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 6,956 shares
    Change vs previous 13F -16 shares

    1.8% of the 13F portfolio, value $3,593,609.

    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 6,972 shares
    Change vs previous 13F +7 shares

    1.59% of the 13F portfolio, value $3,109,512.

    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 6,965 shares
    Change vs previous 13F +22 shares

    1.53% of the 13F portfolio, value $2,963,259.

    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 6,943 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $3,058,530.

    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).