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Fortress Wealth Management, Inc.: XCEM position timeline

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

Fortress Wealth Management, Inc. held 5,906 XCEM 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 5,906 shares
    Change vs previous 13F -2,236 shares

    0.1% of the 13F portfolio, value $214,577.

    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 8,142 shares
    Change vs previous 13F -9,072 shares

    0.13% of the 13F portfolio, value $278,342.

    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 17,214 shares
    Change vs previous 13F -10,202 shares

    0.26% of the 13F portfolio, value $508,417.

    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 27,416 shares
    Change vs previous 13F -13,133 shares

    0.39% of the 13F portfolio, value $811,522.

    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 40,549 shares
    Change vs previous 13F -90,081 shares

    0.66% of the 13F portfolio, value $1,324,756.

    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 130,630 shares
    Change vs previous 13F +1,960 shares

    2.13% of the 13F portfolio, value $4,169,699.

    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 128,670 shares
    Change vs previous 13F +8,862 shares

    2.06% of the 13F portfolio, value $4,001,622.

    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 119,808 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $3,626,593.

    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).