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Forbes Financial Planning, Inc.: NEAR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Forbes Financial Planning, Inc. on NEAR, newest first. How the timeline and the estimate are built.

Forbes Financial Planning, Inc. held 15,704 NEAR shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,704 shares
    Change vs previous 13F -677 shares

    0.43% of the 13F portfolio, value $795,565.

    13F-HR 0001911316-26-000003 filed by Forbes Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,381 shares
    Change vs previous 13F -2,652 shares

    0.48% of the 13F portfolio, value $832,728.

    13F-HR 0001911316-26-000002 filed by Forbes Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,033 shares
    Change vs previous 13F -6,206 shares

    0.57% of the 13F portfolio, value $972,580.

    13F-HR 0001911316-26-000001 filed by Forbes Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 25,239 shares
    Change vs previous 13F -2,542 shares

    0.85% of the 13F portfolio, value $1,280,259.

    13F-HR 0001911316-25-000002 filed by Forbes Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 27,781 shares
    Change vs previous 13F -131,839 shares

    0.96% of the 13F portfolio, value $1,419,593.

    13F-HR 0001085146-25-004580 filed by Forbes Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 159,620 shares
    Change vs previous 13F -4,644 shares

    6.01% of the 13F portfolio, value $8,119,873.

    13F-HR 0001085146-25-002768 filed by Forbes Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 164,264 shares
    Change vs previous 13F +13,435 shares

    4.02% of the 13F portfolio, value $8,295,341.

    13F-HR 0001085146-25-000965 filed by Forbes Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 150,829 shares
    Change vs previous 13F not available

    5.57% of the 13F portfolio, value $7,728,492.

    13F-HR 0001085146-24-005213 filed by Forbes Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).