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Forefront Wealth Partners, LLC: DTCR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Forefront Wealth Partners, LLC on DTCR, newest first. How the timeline and the estimate are built.

Forefront Wealth Partners, LLC held 73,383 DTCR shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,383 shares
    Change vs previous 13F +23,412 shares

    0.69% of the 13F portfolio, value $2,228,640.

    13F-HR 0002063364-26-000314 filed by Forefront Wealth Partners, LLC
    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 49,971 shares
    Change vs previous 13F +17,737 shares

    0.5% of the 13F portfolio, value $1,197,306.

    13F-HR 0002063364-26-000107 filed by Forefront Wealth Partners, LLC
    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 32,234 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $680,137.

    13F-HR 0002063364-26-000056 filed by Forefront Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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