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Monticello Wealth Management, LLC

SEC CIK
0001791996
Latest filing
Aug 4, 2026

FBIO holding history

Fortress Biotech, Inc. in every 13F filed by Monticello Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FBIO overviewAll 13F holders of FBIOFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q3 2022
Holdings of FBIO by Monticello Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−408,000−100.0%Sold outHolders
Q2 2023408,000$224.4K<0.1%+278,000+213.8%AddedHolders
Q1 2023130,000$85.2K<0.1%00.0%UnchangedHolders
Q4 2022130,000$85.2K<0.1%+30,000+30.0%AddedHolders
Q3 2022100,000$86.0K<0.1%+100,000NewHolders