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Livermore
Livermore
ZHEN

Fortress Wealth Group, LLC

SEC CIK
0001862067
Latest filing
Aug 13, 2026

MA holding history

Mastercard Inc 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.

MA overviewAll 13F holders of MAFull Q2 2026 holdings

Shares (Q2 2026)
658
Value
$355.2K
% of portfolio
0.1%
Quarters held
21
Since Q2 2021
Holdings of MA by Fortress Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026658$355.2K0.1%−20−2.9%ReducedHolders
Q1 2026678$340.2K0.1%−141−17.2%ReducedHolders
Q4 2025819$441.5K0.2%−29−3.4%ReducedHolders
Q3 2025848$470.5K0.2%+30+3.7%AddedHolders
Q2 2025818$466.3K0.2%−12−1.4%ReducedHolders
Q1 2025830$448.1K0.2%00.0%UnchangedHolders
Q4 2024830$468.3K0.2%00.0%UnchangedHolders
Q3 2024830$422.0K0.2%00.0%UnchangedHolders
Q2 2024830$366.8K0.2%00.0%UnchangedHolders
Q1 2024830$378.2K0.2%−6−0.7%ReducedHolders
Q4 2023836$352.9K0.2%−115−12.1%ReducedHolders
Q3 2023951$372.0K0.2%+211+28.5%AddedHolders
Q2 2023740$293.8K0.2%−8−1.1%ReducedHolders
Q1 2023748$272.0K0.2%−1,194−61.5%ReducedHolders
Q4 20221,942$675.2K0.5%+32+1.7%AddedHolders
Q3 20221,910$543.0K0.4%+94+5.2%AddedHolders
Q2 20221,816$573.0K0.5%−49−2.6%ReducedHolders
Q1 20221,865$667.0K0.5%−6−0.3%ReducedHolders
Q4 20211,871$714.0K0.5%+71+3.9%AddedHolders
Q3 20211,800$626.0K0.5%+158+9.6%AddedHolders
Q2 20211,642$599.0K0.5%–No prior filingHolders