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Disclosery

Forge Financial Services LLC: BUFR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Forge Financial Services LLC on BUFR, newest first. How the timeline and the estimate are built.

Forge Financial Services LLC held 48,797 BUFR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,797 shares
    Change vs previous 13F +7,690 shares

    0.15% of the 13F portfolio, value $1,782,555.

    13F-HR 0002055357-26-000004 filed by Forge Financial Services 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 41,107 shares
    Change vs previous 13F +667 shares

    0.14% of the 13F portfolio, value $1,388,184.

    13F-HR 0002055357-26-000002 filed by Forge Financial Services 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 40,440 shares
    Change vs previous 13F +15,016 shares

    0.59% of the 13F portfolio, value $1,385,474.

    13F-HR 0002055357-26-000001 filed by Forge Financial Services 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 25,424 shares
    Change vs previous 13F -3,255 shares

    0.4% of the 13F portfolio, value $850,687.

    13F-HR 0002055357-25-000002 filed by Forge Financial Services 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 28,679 shares
    Change vs previous 13F +21,825 shares

    0.69% of the 13F portfolio, value $916,868.

    13F-HR 0001085146-25-004792 filed by Forge Financial Services 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 6,854 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $203,495.

    13F-HR 0001085146-25-002634 filed by Forge Financial Services 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 6,854 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $213,125.

    13F-HR 0001085146-25-001088 filed by Forge Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).