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Forge Financial Services LLC: RSP position timeline

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

Forge Financial Services LLC held 83,129 RSP 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 83,129 shares
    Change vs previous 13F -1,219 shares

    1.52% of the 13F portfolio, value $17,687,492.

    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 84,348 shares
    Change vs previous 13F -1,096 shares

    1.64% of the 13F portfolio, value $16,190,557.

    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 85,444 shares
    Change vs previous 13F -678 shares

    7% of the 13F portfolio, value $16,369,565.

    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 86,122 shares
    Change vs previous 13F +3,952 shares

    7.69% of the 13F portfolio, value $16,413,938.

    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 82,170 shares
    Change vs previous 13F +2,661 shares

    11.23% of the 13F portfolio, value $14,958,885.

    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 79,509 shares
    Change vs previous 13F +1,895 shares

    12.16% of the 13F portfolio, value $13,775,047.

    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 77,614 shares
    Change vs previous 13F not available

    11.79% of the 13F portfolio, value $14,034,799.

    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).