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Fortress Wealth Management, Inc.: SPYI position timeline

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

Fortress Wealth Management, Inc. held 7,830 SPYI 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 7,830 shares
    Change vs previous 13F -18,644 shares

    0.18% of the 13F portfolio, value $409,525.

    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 26,474 shares
    Change vs previous 13F +86 shares

    0.64% of the 13F portfolio, value $1,332,227.

    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 26,388 shares
    Change vs previous 13F -1,968 shares

    0.66% of the 13F portfolio, value $1,263,711.

    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 28,356 shares
    Change vs previous 13F +2,064 shares

    0.7% of the 13F portfolio, value $1,441,064.

    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 26,292 shares
    Change vs previous 13F +3,033 shares

    0.67% of the 13F portfolio, value $1,346,987.

    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 23,259 shares
    Change vs previous 13F +1,350 shares

    0.6% of the 13F portfolio, value $1,166,446.

    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 21,909 shares
    Change vs previous 13F +635 shares

    0.57% of the 13F portfolio, value $1,103,344.

    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 21,274 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,025,394.

    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).