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Disclosery

Forge Financial Services LLC: FDL position timeline

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

Forge Financial Services LLC held 61,258 FDL 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 61,258 shares
    Change vs previous 13F -749 shares

    0.26% of the 13F portfolio, value $2,980,668.

    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 62,007 shares
    Change vs previous 13F -1,869 shares

    0.32% of the 13F portfolio, value $3,149,810.

    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 63,876 shares
    Change vs previous 13F -867 shares

    1.21% of the 13F portfolio, value $2,832,353.

    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 64,743 shares
    Change vs previous 13F -2,287 shares

    1.32% of the 13F portfolio, value $2,822,117.

    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 67,030 shares
    Change vs previous 13F -2,507 shares

    2.13% of the 13F portfolio, value $2,842,645.

    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 69,537 shares
    Change vs previous 13F -3,243 shares

    2.67% of the 13F portfolio, value $3,020,662.

    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 72,780 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $3,043,722.

    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).