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Forthright Family Wealth Advisory LLC: BRTR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Forthright Family Wealth Advisory LLC on BRTR, newest first. How the timeline and the estimate are built.

Forthright Family Wealth Advisory LLC held 247,494 BRTR shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 247,494 shares
    Change vs previous 13F +247,494 shares

    7.05% of the 13F portfolio, value $12,455,144.

    13F-HR 0002008648-26-000003 filed by Forthright Family Wealth Advisory 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 0 shares
    Change vs previous 13F -255,689 shares

    13F-HR 0002008648-26-000002 filed by Forthright Family Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 255,689 shares
    Change vs previous 13F +4,680 shares

    8.16% of the 13F portfolio, value $12,982,583.

    13F-HR 0002008648-26-000001 filed by Forthright Family Wealth Advisory 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 251,009 shares
    Change vs previous 13F -15,564 shares

    7.87% of the 13F portfolio, value $12,798,723.

    13F-HR 0002008648-25-000005 filed by Forthright Family Wealth Advisory 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 266,573 shares
    Change vs previous 13F -3,770 shares

    8.53% of the 13F portfolio, value $13,471,267.

    13F-HR 0002008648-25-000003 filed by Forthright Family Wealth Advisory 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 270,343 shares
    Change vs previous 13F +4,418 shares

    8.99% of the 13F portfolio, value $13,614,473.

    13F-HR 0002008648-25-000002 filed by Forthright Family Wealth Advisory 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 265,925 shares
    Change vs previous 13F not available

    8.52% of the 13F portfolio, value $13,115,421.

    13F-HR 0002008648-25-000001 filed by Forthright Family Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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