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FORTE ASSET MANAGEMENT LLC: LRGF position timeline

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

FORTE ASSET MANAGEMENT LLC held 84,473 LRGF shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,473 shares
    Change vs previous 13F +839 shares

    2.61% of the 13F portfolio, value $6,388,695.

    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).

  2. period ended2026-03-31
    13F 83,634 shares
    Change vs previous 13F -27,951 shares

    2.42% of the 13F portfolio, value $5,519,828.

    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).

  3. period ended2025-12-31
    13F 111,585 shares
    Change vs previous 13F -1,427 shares

    3.52% of the 13F portfolio, value $7,747,380.

    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).

  4. period ended2025-09-30
    13F 113,012 shares
    Change vs previous 13F -310 shares

    3.76% of the 13F portfolio, value $7,806,866.

    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).

  5. period ended2025-06-30
    13F 113,322 shares
    Change vs previous 13F +4,105 shares

    3.7% of the 13F portfolio, value $7,267,312.

    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).

  6. period ended2025-03-31
    13F 109,217 shares
    Change vs previous 13F +9,038 shares

    3.18% of the 13F portfolio, value $6,321,489.

    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).

  7. period ended2024-12-31
    13F 100,179 shares
    Change vs previous 13F -14,425 shares

    3.21% of the 13F portfolio, value $6,045,788.

    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).

  8. period ended2024-09-30
    13F 114,604 shares
    Change vs previous 13F not available

    3.59% of the 13F portfolio, value $6,735,297.

    13F-HR 0001927129-24-000005 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).