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ForthRight Wealth Management, LLC: JPIB position timeline

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

ForthRight Wealth Management, LLC held 455,739 JPIB 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 455,739 shares
    Change vs previous 13F +34,041 shares

    5.64% of the 13F portfolio, value $22,035,004.

    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 421,698 shares
    Change vs previous 13F +36,440 shares

    5.72% of the 13F portfolio, value $20,165,581.

    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 385,258 shares
    Change vs previous 13F +37,745 shares

    5.39% of the 13F portfolio, value $18,762,071.

    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 347,513 shares
    Change vs previous 13F +21,995 shares

    4.95% of the 13F portfolio, value $17,038,577.

    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 325,518 shares
    Change vs previous 13F +21,872 shares

    4.94% of the 13F portfolio, value $15,826,705.

    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 303,646 shares
    Change vs previous 13F +6,940 shares

    4.86% of the 13F portfolio, value $14,541,583.

    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 296,706 shares
    Change vs previous 13F +12,989 shares

    4.67% of the 13F portfolio, value $14,022,304.

    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 283,717 shares
    Change vs previous 13F not available

    4.6% of the 13F portfolio, value $13,804,232.

    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).