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ForthRight Wealth Management, LLC: BIV position timeline

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

ForthRight Wealth Management, LLC held 332,229 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 332,229 shares
    Change vs previous 13F +16,916 shares

    6.52% of the 13F portfolio, value $25,481,959.

    13F-HR 0001951757-26-001151 filed by ForthRight Wealth 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 315,313 shares
    Change vs previous 13F +28,113 shares

    6.9% of the 13F portfolio, value $24,335,841.

    13F-HR 0001951757-26-000827 filed by ForthRight Wealth 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 287,200 shares
    Change vs previous 13F +14,435 shares

    6.43% of the 13F portfolio, value $22,367,160.

    13F-HR 0001951757-26-000057 filed by ForthRight Wealth 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 272,765 shares
    Change vs previous 13F +8,245 shares

    6.19% of the 13F portfolio, value $21,300,234.

    13F-HR 0001951757-25-001322 filed by ForthRight Wealth 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 264,520 shares
    Change vs previous 13F -9,408 shares

    6.38% of the 13F portfolio, value $20,457,985.

    13F-HR 0001951757-25-000975 filed by ForthRight Wealth 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 273,928 shares
    Change vs previous 13F +6,777 shares

    7.02% of the 13F portfolio, value $20,974,645.

    13F-HR 0001951757-25-000372 filed by ForthRight Wealth 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 267,151 shares
    Change vs previous 13F +16,235 shares

    6.65% of the 13F portfolio, value $19,964,186.

    13F-HR 0001951757-25-000065 filed by ForthRight Wealth 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 250,916 shares
    Change vs previous 13F not available

    6.55% of the 13F portfolio, value $19,664,263.

    13F-HR 0001951757-24-001132 filed by ForthRight Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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