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Forefront Wealth Partners, LLC: SPDW position timeline

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

Forefront Wealth Partners, LLC held 29,779 SPDW 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 29,779 shares
    Change vs previous 13F -38,370 shares

    0.46% of the 13F portfolio, value $1,500,562.

    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 68,149 shares
    Change vs previous 13F +7,854 shares

    1.3% of the 13F portfolio, value $3,110,983.

    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 60,295 shares
    Change vs previous 13F +11,681 shares

    1.27% of the 13F portfolio, value $2,677,683.

    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 48,614 shares
    Change vs previous 13F +41,753 shares

    0.52% of the 13F portfolio, value $2,080,191.

    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 6,861 shares
    Change vs previous 13F -14,913 shares

    0.18% of the 13F portfolio, value $255,734.

    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 21,774 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $792,790.

    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).