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Fortress Wealth Management, Inc.: XOVR position timeline

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

Fortress Wealth Management, Inc. held 230,510 XOVR 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 230,510 shares
    Change vs previous 13F -10,318 shares

    2.17% of the 13F portfolio, value $4,868,368.

    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 240,828 shares
    Change vs previous 13F +3,753 shares

    2.22% of the 13F portfolio, value $4,597,414.

    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 237,075 shares
    Change vs previous 13F -85,879 shares

    1.96% of the 13F portfolio, value $3,781,349.

    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 322,954 shares
    Change vs previous 13F +53,131 shares

    2.82% of the 13F portfolio, value $5,816,405.

    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 269,823 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $4,355,351.

    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).