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Disclosery

Forge Financial Services LLC: PWB position timeline

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

Forge Financial Services LLC held 38,987 PWB 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 38,987 shares
    Change vs previous 13F -437 shares

    0.57% of the 13F portfolio, value $6,568,977.

    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 39,424 shares
    Change vs previous 13F -95 shares

    0.5% of the 13F portfolio, value $4,965,602.

    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 39,519 shares
    Change vs previous 13F +126 shares

    2.15% of the 13F portfolio, value $5,024,159.

    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 39,393 shares
    Change vs previous 13F -348 shares

    2.33% of the 13F portfolio, value $4,978,307.

    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 39,741 shares
    Change vs previous 13F -18 shares

    3.48% of the 13F portfolio, value $4,639,555.

    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 39,759 shares
    Change vs previous 13F -361 shares

    3.37% of the 13F portfolio, value $3,819,254.

    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 40,120 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $4,417,818.

    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).