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Forbes Financial Planning, Inc.: SLYG position timeline

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

Forbes Financial Planning, Inc. held 25,977 SLYG 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 25,977 shares
    Change vs previous 13F -278 shares

    1.66% of the 13F portfolio, value $3,094,632.

    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 26,255 shares
    Change vs previous 13F -754 shares

    1.47% of the 13F portfolio, value $2,536,734.

    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 27,009 shares
    Change vs previous 13F -71,506 shares

    1.49% of the 13F portfolio, value $2,544,006.

    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 98,515 shares
    Change vs previous 13F +1,740 shares

    6.19% of the 13F portfolio, value $9,371,052.

    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 96,775 shares
    Change vs previous 13F -7,530 shares

    5.8% of the 13F portfolio, value $8,588,768.

    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 104,305 shares
    Change vs previous 13F -1,505 shares

    6.41% of the 13F portfolio, value $8,657,294.

    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 105,810 shares
    Change vs previous 13F -77 shares

    4.63% of the 13F portfolio, value $9,559,941.

    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 105,887 shares
    Change vs previous 13F not available

    7.1% of the 13F portfolio, value $9,859,116.

    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).