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Forthright Family Wealth Advisory LLC: IFRA position timeline

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

Forthright Family Wealth Advisory LLC held 48,245 IFRA 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 48,245 shares
    Change vs previous 13F +19,097 shares

    1.72% of the 13F portfolio, value $3,041,371.

    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 29,148 shares
    Change vs previous 13F -20,963 shares

    0.85% of the 13F portfolio, value $1,263,857.

    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).

  3. period ended2025-12-31
    13F 50,111 shares
    Change vs previous 13F +2,467 shares

    1.66% of the 13F portfolio, value $2,636,841.

    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 47,644 shares
    Change vs previous 13F +18,763 shares

    1.55% of the 13F portfolio, value $2,516,556.

    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 28,881 shares
    Change vs previous 13F -1,395 shares

    0.9% of the 13F portfolio, value $1,420,656.

    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 30,276 shares
    Change vs previous 13F +1,036 shares

    0.9% of the 13F portfolio, value $1,364,539.

    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 29,240 shares
    Change vs previous 13F +2,147 shares

    0.88% of the 13F portfolio, value $1,353,520.

    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).

  8. period ended2024-09-30
    13F 27,093 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,361,965.

    13F-HR 0002008648-24-000004 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).