Fortress Financial Group, LLC has submitted its quarterly 13F-HR report, which details its investment holdings as of September 30, 2026. This filing is important as it provides insights into the company's current investment strategy and portfolio adjustments.
Background
Fortress Financial Group, LLC is a financial services firm based in Rochester, Minnesota. The company operates as an institutional investment manager and is required to file reports with the SEC to disclose its holdings. The recent filing history includes several 13F-HR forms, with the latest submission made on October 21, 2026, under accession number 0001951757-26-001723.
What the Filing Says
The filing indicates that Fortress Financial Group has completed its 13F-HR report for the third quarter of 2026. Specific details regarding the holdings and investment strategies were not disclosed in the filing.
Impact
This filing may affect investors, analysts, and competitors in the financial services industry. Stakeholders will be keen to analyze Fortress's investment choices and overall market strategy, as these can influence market trends and investment decisions.
What's Next
The filing does not say what happens next.
Filing Details
The filing was submitted on October 21, 2026, with an acceptance timestamp of 09:12:47. It covers the reporting period ending September 30, 2026. The filing consists of two documents, including the primary report and an information table detailing the investment holdings.
Company Information
Fortress Financial Group, LLC is registered with the SEC under the Central Index Key (CIK) number 0002054451. The company was incorporated in Minnesota and has an Employer Identification Number (EIN) of 870800113. Its fiscal year ends on December 31.
Contact Information
For any inquiries, Fortress Financial Group can be reached at their business address: 1610 14th Street NW, Suite 300, Rochester, MN 55901. The contact phone number is (507) 529-1400.
Missing Information
The filing does not provide specific details on the types of securities held or the value of the investments, which are typically included in a 13F-HR report. Additionally, there is no commentary on the firm's investment strategy or any changes made to the portfolio during the reporting period.











