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ForthRight Wealth Management, LLC: IBTA position timeline

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

ForthRight Wealth Management, LLC held 25,180 IBTA 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 25,180 shares
    Change vs previous 13F -5,116 shares

    0.22% of the 13F portfolio, value $860,149.

    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 30,296 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $907,971.

    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 30,296 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $688,628.

    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 30,296 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $843,744.

    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 30,296 shares
    Change vs previous 13F -4,300 shares

    0.35% of the 13F portfolio, value $1,108,834.

    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 34,596 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,459,951.

    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 34,596 shares
    Change vs previous 13F +29,077 shares

    0.75% of the 13F portfolio, value $2,251,508.

    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 5,519 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $340,026.

    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).