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FORTE ASSET MANAGEMENT LLC: IFRA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORTE ASSET MANAGEMENT LLC on IFRA, newest first. How the timeline and the estimate are built.

FORTE ASSET MANAGEMENT LLC held 80,085 IFRA shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 80,085 shares
    Change vs previous 13F +17,585 shares

    1.78% of the 13F portfolio, value $4,407,082.

    13F-HR 0001927129-26-000004 filed by FORTE ASSET MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 62,500 shares
    Change vs previous 13F +23 shares

    1.61% of the 13F portfolio, value $3,939,986.

    13F-HR 0001927129-26-000003 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 62,477 shares
    Change vs previous 13F +24,271 shares

    1.57% of the 13F portfolio, value $3,573,664.

    13F-HR 0001927129-26-000002 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 38,206 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,010,415.

    13F-HR 0001927129-26-000001 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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