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Forteris Wealth Management Inc.
ETF
Concentrated long-term
CIK: 0002107238 | ARMONK, NY
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Q2 2026 vs Q3 2026 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q3 2026
13F-HR
69
$121.0M
2026-10-13
SEC ↗
Q2 2026
13F-HR
69
$122.2M
2026-07-21
SEC ↗
Q1 2026
13F-HR
68
$104.5M
2026-04-21
SEC ↗
Q4 2025
13F-HR
67
$101.6M
2026-01-26
SEC ↗