Fortress Financial Solutions, LLC historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 5 quarters from 2024-12-31 to 2026-03-31, Fortress Financial Solutions, LLC opened 15 positions, added to 79, reduced 57 and sold out of 21.
- Q1 2026: Stock AMGN; Country of operation United States; Class COM; Shares before 1,055.
- Q1 2026: Stock SYK; Country of operation United States; Class COM; Shares before 713.
- Q1 2026: Stock BMI; Country of operation United States; Class COM; Shares before 1,366.
- Q1 2026: Stock UBS; Country of operation —; Class SHS; Shares before 4,492.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2039501), 5 quarters: Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-20); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
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