Skip to main content

Fortress Wealth Group, LLC

SEC CIK
0001862067
Latest filing
Aug 13, 2026

BA holding history

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

BA overviewAll 13F holders of BAFull Q2 2026 holdings

Shares (Q2 2026)
7,737
Value
$1.62M
% of portfolio
0.6%
Quarters held
21
Since Q2 2021
Holdings of BA by Fortress Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,737$1.62M0.6%+95+1.2%AddedHolders
Q1 20267,642$1.62M0.6%−6−0.1%ReducedHolders
Q4 20257,648$1.79M0.7%−78−1.0%ReducedHolders
Q3 20257,726$1.65M0.7%00.0%UnchangedHolders
Q2 20257,726$1.72M0.8%+19+0.2%AddedHolders
Q1 20257,707$1.40M0.7%00.0%UnchangedHolders
Q4 20247,707$1.36M0.7%00.0%UnchangedHolders
Q3 20247,707$1.16M0.6%00.0%UnchangedHolders
Q2 20247,707$1.44M0.7%−13−0.2%ReducedHolders
Q1 20247,720$1.40M0.8%−14−0.2%ReducedHolders
Q4 20237,734$1.77M1.1%−243−3.0%ReducedHolders
Q3 20237,977$1.51M1.0%−51−0.6%ReducedHolders
Q2 20238,028$1.91M1.2%−965−10.7%ReducedHolders
Q1 20238,993$1.91M1.4%−188−2.0%ReducedHolders
Q4 20229,181$1.75M1.2%−346−3.6%ReducedHolders
Q3 20229,527$1.15M0.9%−164−1.7%ReducedHolders
Q2 20229,691$1.32M1.1%+114+1.2%AddedHolders
Q1 20229,577$1.83M1.4%−358−3.6%ReducedHolders
Q4 20219,935$2.15M1.6%+493+5.2%AddedHolders
Q3 20219,442$2.08M1.8%+293+3.2%AddedHolders
Q2 20219,149$2.19M2.0%–No prior filingHolders