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Fortress Wealth Management, Inc.: XSVM position timeline

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

Fortress Wealth Management, Inc. held 32,068 XSVM 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 32,068 shares
    Change vs previous 13F -1,003 shares

    0.81% of the 13F portfolio, value $1,810,547.

    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 33,071 shares
    Change vs previous 13F +51 shares

    0.83% of the 13F portfolio, value $1,719,400.

    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 33,020 shares
    Change vs previous 13F -72 shares

    0.86% of the 13F portfolio, value $1,657,628.

    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 33,092 shares
    Change vs previous 13F -1,707 shares

    0.87% of the 13F portfolio, value $1,802,879.

    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 34,799 shares
    Change vs previous 13F -1,088 shares

    0.96% of the 13F portfolio, value $1,913,649.

    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 35,887 shares
    Change vs previous 13F +4 shares

    0.96% of the 13F portfolio, value $1,879,762.

    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 35,883 shares
    Change vs previous 13F -10,083 shares

    1.05% of the 13F portfolio, value $2,043,198.

    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 45,966 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $2,489,958.

    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).