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Disclosery

Forthright Family Wealth Advisory LLC: IVV position timeline

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

Forthright Family Wealth Advisory LLC held 0 IVV shares at 2025-12-31 per its 13F-HR filed 2026-02-23.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -4,890 shares

    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).

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

  2. period ended2025-09-30
    13F 4,890 shares
    Change vs previous 13F +4,308 shares

    2.01% of the 13F portfolio, value $3,272,877.

    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).

  3. period ended2025-06-30
    13F 582 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $361,364.

    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).