Skip to content
Disclosery

ForthRight Wealth Management, LLC: FEX position timeline

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

ForthRight Wealth Management, LLC held 2,813 FEX 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 2,813 shares
    Change vs previous 13F +10 shares

    0.1% of the 13F portfolio, value $393,464.

    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 2,803 shares
    Change vs previous 13F -50 shares

    0.1% of the 13F portfolio, value $341,763.

    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 2,853 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $338,413.

    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 2,853 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $333,290.

    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 2,853 shares
    Change vs previous 13F -250 shares

    0.1% of the 13F portfolio, value $313,716.

    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 3,103 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $317,933.

    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 3,103 shares
    Change vs previous 13F -165 shares

    0.11% of the 13F portfolio, value $323,628.

    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 3,268 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $340,424.

    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).