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ForthRight Wealth Management, LLC: JIRE position timeline

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

ForthRight Wealth Management, LLC held 139,694 JIRE 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 139,694 shares
    Change vs previous 13F +18,081 shares

    2.95% of the 13F portfolio, value $11,523,329.

    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 121,613 shares
    Change vs previous 13F +12,280 shares

    2.61% of the 13F portfolio, value $9,210,942.

    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 109,333 shares
    Change vs previous 13F +15,751 shares

    2.35% of the 13F portfolio, value $8,186,841.

    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 93,582 shares
    Change vs previous 13F +14,663 shares

    2% of the 13F portfolio, value $6,882,020.

    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 78,919 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $5,585,098.

    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).