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FORTE CAPITAL LLC /ADV: IP position timeline

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

FORTE CAPITAL LLC /ADV held 55,819 IP shares at 2025-06-30 per its 13F-HR filed 2025-07-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 55,819 shares
    Change vs previous 13F -327 shares

    0.28% of the 13F portfolio, value $2,613,988.

    13F-HR 0001140361-25-025841 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 56,146 shares
    Change vs previous 13F +8,151 shares

    0.36% of the 13F portfolio, value $2,995,364.

    13F-HR 0001140361-25-017109 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 47,995 shares
    Change vs previous 13F -2,286 shares

    0.29% of the 13F portfolio, value $2,583,109.

    13F-HR 0001140361-25-002814 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 50,281 shares
    Change vs previous 13F -98 shares

    0.28% of the 13F portfolio, value $2,456,227.

    13F-HR 0001140361-24-044741 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 50,379 shares
    Change vs previous 13F -3,537 shares

    0.26% of the 13F portfolio, value $2,173,871.

    13F-HR 0001140361-24-037007 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 53,916 shares
    Change vs previous 13F +357 shares

    0.26% of the 13F portfolio, value $2,103,801.

    13F-HR 0001140361-24-025841 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 53,559 shares
    Change vs previous 13F +12,709 shares

    0.26% of the 13F portfolio, value $1,936,167.

    13F-HR 0001140361-24-005823 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 40,850 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,448,961.

    13F-HR 0001398344-23-020503 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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