Skip to content
Disclosery

Fortress Wealth Management, Inc.: SPTM position timeline

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

Fortress Wealth Management, Inc. held 3,592 SPTM 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 3,592 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $289,695.

    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 3,592 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $269,005.

    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 3,592 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $244,292.

    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 3,592 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $256,577.

    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 3,592 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $251,656.

    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 3,592 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $238,329.

    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 3,592 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $230,427.

    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).