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Fortress Wealth Management, Inc.: USFR position timeline

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

Fortress Wealth Management, Inc. held 134,069 USFR 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 134,069 shares
    Change vs previous 13F +3,756 shares

    3% of the 13F portfolio, value $6,739,660.

    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 130,313 shares
    Change vs previous 13F +202 shares

    3.16% of the 13F portfolio, value $6,556,077.

    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 130,111 shares
    Change vs previous 13F -7,015 shares

    3.4% of the 13F portfolio, value $6,548,505.

    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 137,126 shares
    Change vs previous 13F +7,240 shares

    3.35% of the 13F portfolio, value $6,900,186.

    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 129,886 shares
    Change vs previous 13F -45,412 shares

    3.26% of the 13F portfolio, value $6,522,958.

    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 175,298 shares
    Change vs previous 13F -4,115 shares

    4.51% of the 13F portfolio, value $8,819,253.

    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 179,413 shares
    Change vs previous 13F +19,499 shares

    4.65% of the 13F portfolio, value $9,022,699.

    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 159,914 shares
    Change vs previous 13F not available

    4.38% of the 13F portfolio, value $8,034,055.

    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).