Forefront Wealth Partners, LLC: V position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Forefront Wealth Partners, LLC on V, newest first. How the timeline and the estimate are built.
Forefront Wealth Partners, LLC held 2,431 V shares at 2026-06-30 per its 13F-HR filed 2026-08-20.
the latest 13F is the newest step
- period ended2026-06-3013F 2,431 sharesChange vs previous 13F +57 shares
0.26% of the 13F portfolio, value $834,147.
13F-HR 0002063364-26-000314 filed by Forefront Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,374 sharesChange vs previous 13F +383 shares
0.3% of the 13F portfolio, value $717,485.
13F-HR 0002063364-26-000107 filed by Forefront Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,991 sharesChange vs previous 13F +23 shares
0.33% of the 13F portfolio, value $698,528.
13F-HR 0002063364-26-000056 filed by Forefront Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,968 sharesChange vs previous 13F +377 shares
0.17% of the 13F portfolio, value $671,778.
13F-HR 0002063364-25-000240 filed by Forefront Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,591 sharesChange vs previous 13F -26 shares
0.35% of the 13F portfolio, value $502,819.
13F-HR 0002063364-25-000212 filed by Forefront Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,617 sharesChange vs previous 13F +26 shares
0.39% of the 13F portfolio, value $566,694.
13F-HR 0002063364-25-000089 filed by Forefront Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,591 sharesChange vs previous 13F not available
0.37% of the 13F portfolio, value $502,819.
13F-HR 0002063364-25-000087 filed by Forefront Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).