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ForthRight Wealth Management, LLC: IDOG position timeline

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

ForthRight Wealth Management, LLC held 127,526 IDOG 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 127,526 shares
    Change vs previous 13F -8,772 shares

    1.34% of the 13F portfolio, value $5,251,537.

    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 136,298 shares
    Change vs previous 13F -407 shares

    1.61% of the 13F portfolio, value $5,677,078.

    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 136,705 shares
    Change vs previous 13F +1,028 shares

    1.52% of the 13F portfolio, value $5,271,346.

    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 135,677 shares
    Change vs previous 13F +762 shares

    1.4% of the 13F portfolio, value $4,830,086.

    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 134,915 shares
    Change vs previous 13F +10,432 shares

    1.43% of the 13F portfolio, value $4,576,314.

    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 124,483 shares
    Change vs previous 13F +214 shares

    1.32% of the 13F portfolio, value $3,940,343.

    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 124,269 shares
    Change vs previous 13F +4,398 shares

    1.2% of the 13F portfolio, value $3,588,883.

    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 119,871 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $3,818,133.

    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).