Skip to content
Disclosery

Forefront Wealth Partners, LLC: IUSB position timeline

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

Forefront Wealth Partners, LLC held 60,374 IUSB 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 60,374 shares
    Change vs previous 13F -963 shares

    0.86% of the 13F portfolio, value $2,786,269.

    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 61,337 shares
    Change vs previous 13F -174 shares

    1.19% of the 13F portfolio, value $2,833,161.

    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 61,511 shares
    Change vs previous 13F +982 shares

    1.36% of the 13F portfolio, value $2,862,735.

    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).

  4. period ended2025-09-30
    13F 60,529 shares
    Change vs previous 13F -5,417 shares

    0.71% of the 13F portfolio, value $2,827,323.

    13F-HR 0002063364-25-000240 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).

  5. period ended2025-06-30
    13F 65,946 shares
    Change vs previous 13F +60 shares

    2.05% of the 13F portfolio, value $2,980,789.

    13F-HR 0002063364-25-000212 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).

  6. period ended2025-03-31
    13F 65,886 shares
    Change vs previous 13F -60 shares

    2.07% of the 13F portfolio, value $3,036,037.

    13F-HR 0002063364-25-000089 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).

  7. period ended2024-12-31
    13F 65,946 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $2,980,789.

    13F-HR 0002063364-25-000087 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).