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Forefront Wealth Partners, LLC: IVE position timeline

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

Forefront Wealth Partners, LLC held 12,401 IVE 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 12,401 shares
    Change vs previous 13F -4,189 shares

    0.87% of the 13F portfolio, value $2,815,889.

    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 16,590 shares
    Change vs previous 13F +973 shares

    1.47% of the 13F portfolio, value $3,503,169.

    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 15,617 shares
    Change vs previous 13F +2,533 shares

    1.57% of the 13F portfolio, value $3,312,061.

    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 13,084 shares
    Change vs previous 13F +1,486 shares

    0.68% of the 13F portfolio, value $2,702,003.

    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 11,598 shares
    Change vs previous 13F +3,182 shares

    1.53% of the 13F portfolio, value $2,225,883.

    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 8,416 shares
    Change vs previous 13F -549 shares

    1.09% of the 13F portfolio, value $1,604,029.

    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 8,965 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $1,711,342.

    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).