ForthRight Wealth Management, LLC: FGD position timeline

ForthRight Wealth Management, LLC held 165,594 FGD 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 165,594 shares

   Change vs previous 13F -10,762 shares

   1.36% of the 13F portfolio, value $5,297,364.

   13F-HR 0001951757-26-001151 filed by ForthRight Wealth Management, LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 176,356 shares

   Change vs previous 13F -415 shares

   1.6% of the 13F portfolio, value $5,631,051.

   13F-HR 0001951757-26-000827 filed by ForthRight Wealth Management, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 176,771 shares

   Change vs previous 13F +2,124 shares

   1.54% of the 13F portfolio, value $5,350,871.

   13F-HR 0001951757-26-000057 filed by ForthRight Wealth Management, LLC
   Filed 2026-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 174,647 shares

   Change vs previous 13F -1,738 shares

   1.46% of the 13F portfolio, value $5,021,110.

   13F-HR 0001951757-25-001322 filed by ForthRight Wealth Management, LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 176,385 shares

   Change vs previous 13F +30,147 shares

   1.51% of the 13F portfolio, value $4,857,651.

   13F-HR 0001951757-25-000975 filed by ForthRight Wealth Management, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 146,238 shares

   Change vs previous 13F +691 shares

   1.18% of the 13F portfolio, value $3,538,952.

   13F-HR 0001951757-25-000372 filed by ForthRight Wealth Management, LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 145,547 shares

   Change vs previous 13F +2,423 shares

   1.08% of the 13F portfolio, value $3,236,975.

   13F-HR 0001951757-25-000065 filed by ForthRight Wealth Management, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 143,124 shares

   Change vs previous 13F not available

   1.16% of the 13F portfolio, value $3,485,199.

   13F-HR 0001951757-24-001132 filed by ForthRight Wealth Management, LLC
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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