Position in WTBA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$309,339
-$37,923 QoQ
Shares Held
11,660
-20.1% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#53
of 113 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTBA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026FORTRESS FINANCIAL GROUP, LLC holds $3,115,806 across 4 Banks - Regional names. WTBA ranks #4 (9.9% of the industry book) .
All Filings in WTBA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,339 | 11,660 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $347,262 | 14,597 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $383,687 | 17,291 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $366,328 | 18,028 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $378,093 | 19,261 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $379,378 | 19,026 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $407,366 | 18,816 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||