ForthRight Wealth Management, LLC: ITOT position timeline

ForthRight Wealth Management, LLC held 4,669 ITOT 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 4,669 shares

   Change vs previous 13F -39 shares

   0.2% of the 13F portfolio, value $766,933.

   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 4,708 shares

   Change vs previous 13F +1 shares

   0.19% of the 13F portfolio, value $670,499.

   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 4,707 shares

   Change vs previous 13F +2 shares

   0.2% of the 13F portfolio, value $699,813.

   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 4,705 shares

   Change vs previous 13F -38 shares

   0.2% of the 13F portfolio, value $685,286.

   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 4,743 shares

   Change vs previous 13F +2 shares

   0.2% of the 13F portfolio, value $640,457.

   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 4,741 shares

   Change vs previous 13F -459 shares

   0.19% of the 13F portfolio, value $578,483.

   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 5,200 shares

   Change vs previous 13F -658 shares

   0.22% of the 13F portfolio, value $668,805.

   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 5,858 shares

   Change vs previous 13F not available

   0.24% of the 13F portfolio, value $735,893.

   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).