Skip to content
Disclosery

Fortress Wealth Management, Inc.: SSPY position timeline

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

Fortress Wealth Management, Inc. held 67,053 SSPY 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 67,053 shares
    Change vs previous 13F -5,224 shares

    2.59% of the 13F portfolio, value $5,820,656.

    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 72,277 shares
    Change vs previous 13F -861 shares

    2.87% of the 13F portfolio, value $5,948,730.

    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 73,138 shares
    Change vs previous 13F -2,553 shares

    2.97% of the 13F portfolio, value $5,721,794.

    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 75,691 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $5,906,959.

    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).