Skip to content
Disclosery

FORTE ASSET MANAGEMENT LLC: IWR position timeline

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

FORTE ASSET MANAGEMENT LLC held 71,668 IWR 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 71,668 shares
    Change vs previous 13F -905 shares

    3.08% of the 13F portfolio, value $7,647,745.

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

  2. period ended2026-06-30
    13F 72,573 shares
    Change vs previous 13F +391 shares

    3.27% of the 13F portfolio, value $8,006,264.

    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 72,182 shares
    Change vs previous 13F +386 shares

    3.08% of the 13F portfolio, value $7,018,251.

    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 71,796 shares
    Change vs previous 13F +2,539 shares

    3.14% of the 13F portfolio, value $6,911,775.

    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).

  5. period ended2025-09-30
    13F 69,257 shares
    Change vs previous 13F -198 shares

    3.22% of the 13F portfolio, value $6,686,800.

    13F-HR 0001927129-25-000005 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).

  6. period ended2025-06-30
    13F 69,455 shares
    Change vs previous 13F -3,098 shares

    3.25% of the 13F portfolio, value $6,387,785.

    13F-HR 0001927129-25-000004 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).

  7. period ended2025-03-31
    13F 72,553 shares
    Change vs previous 13F +2,228 shares

    3.11% of the 13F portfolio, value $6,172,070.

    13F-HR 0001927129-25-000002 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).

  8. period ended2024-12-31
    13F 70,325 shares
    Change vs previous 13F not available

    3.3% of the 13F portfolio, value $6,216,693.

    13F-HR 0001927129-25-000001 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).