• 13F History

FORTRESS FINANCIAL GROUP, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 11, 2025
Value $
$100M
Signature - Title
Debra Pladsen - Chief Compliance Officer
Location
Rochester, MN
Summary
This page shows a list of all the recent 13F filings made by FORTRESS FINANCIAL GROUP, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FORTRESS FINANCIAL GROUP, LLC reported 69 stock holdings with total value $100M as of Q1 2025. Top holdings included IUSV, IUSG, BIDD, RSP, and GSLC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 69 $100M +$4.34M -$1.41M +$2.94M IUSV, IUSG, BIDD, RSP, GSLC 13F-HR 4/11/2025, 10:16 AM
Q4 2024 69 $101M $0 $0 IUSG, IUSV, BIDD, RSP, GSLC 13F-HR 2/5/2025, 10:53 AM