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ForthRight Wealth Management, LLC: DIVO position timeline

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

ForthRight Wealth Management, LLC held 466,125 DIVO 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 466,125 shares
    Change vs previous 13F +49,112 shares

    5.45% of the 13F portfolio, value $21,301,915.

    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 417,013 shares
    Change vs previous 13F +42,332 shares

    5.31% of the 13F portfolio, value $18,703,012.

    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 374,681 shares
    Change vs previous 13F +48,361 shares

    4.79% of the 13F portfolio, value $16,673,297.

    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 326,320 shares
    Change vs previous 13F +24,606 shares

    4.23% of the 13F portfolio, value $14,544,094.

    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 301,714 shares
    Change vs previous 13F +158,405 shares

    4% of the 13F portfolio, value $12,837,943.

    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 143,309 shares
    Change vs previous 13F +1,663 shares

    1.95% of the 13F portfolio, value $5,842,697.

    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 141,646 shares
    Change vs previous 13F +3,380 shares

    1.91% of the 13F portfolio, value $5,733,843.

    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 138,266 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $5,695,196.

    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).