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Forefront Wealth Partners, LLC: IYF position timeline

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

Forefront Wealth Partners, LLC held 2,206 IYF 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 2,206 shares
    Change vs previous 13F -610 shares

    0.09% of the 13F portfolio, value $281,261.

    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 2,816 shares
    Change vs previous 13F -385 shares

    0.14% of the 13F portfolio, value $331,319.

    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 3,201 shares
    Change vs previous 13F -3,625 shares

    0.2% of the 13F portfolio, value $412,693.

    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 6,826 shares
    Change vs previous 13F +3,768 shares

    0.22% of the 13F portfolio, value $864,431.

    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 3,058 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $364,137.

    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).