ForthRight Wealth Management, LLC: DINO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ForthRight Wealth Management, LLC on DINO, newest first. How the timeline and the estimate are built.
ForthRight Wealth Management, LLC held 19,891 DINO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 19,891 sharesChange vs previous 13F -1,440 shares
0.35% of the 13F portfolio, value $1,385,408.
13F-HR 0001951757-26-001151 filed by ForthRight Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 21,331 sharesChange vs previous 13F 0 shares
0.38% of the 13F portfolio, value $1,330,841.
13F-HR 0001951757-26-000827 filed by ForthRight Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 21,331 sharesChange vs previous 13F -315 shares
0.28% of the 13F portfolio, value $982,932.
13F-HR 0001951757-26-000057 filed by ForthRight Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 21,646 sharesChange vs previous 13F 0 shares
0.33% of the 13F portfolio, value $1,132,952.
13F-HR 0001951757-25-001322 filed by ForthRight Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 21,646 sharesChange vs previous 13F 0 shares
0.28% of the 13F portfolio, value $889,218.
13F-HR 0001951757-25-000975 filed by ForthRight Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 21,646 sharesChange vs previous 13F 0 shares
0.24% of the 13F portfolio, value $711,720.
13F-HR 0001951757-25-000372 filed by ForthRight Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 21,646 sharesChange vs previous 13F 0 shares
0.25% of the 13F portfolio, value $758,692.
13F-HR 0001951757-25-000065 filed by ForthRight Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 21,646 sharesChange vs previous 13F not available
0.32% of the 13F portfolio, value $964,762.
13F-HR 0001951757-24-001132 filed by ForthRight Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).