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ForthRight Wealth Management, LLC: PFF position timeline

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

ForthRight Wealth Management, LLC held 32,917 PFF 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 32,917 shares
    Change vs previous 13F -3,345 shares

    0.26% of the 13F portfolio, value $1,003,644.

    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 36,262 shares
    Change vs previous 13F -5,307 shares

    0.31% of the 13F portfolio, value $1,099,459.

    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 41,569 shares
    Change vs previous 13F -20,736 shares

    0.37% of the 13F portfolio, value $1,286,977.

    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 62,305 shares
    Change vs previous 13F -16,077 shares

    0.57% of the 13F portfolio, value $1,970,076.

    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 78,382 shares
    Change vs previous 13F -10,372 shares

    0.75% of the 13F portfolio, value $2,404,754.

    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 88,754 shares
    Change vs previous 13F -8,044 shares

    0.91% of the 13F portfolio, value $2,727,403.

    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 96,798 shares
    Change vs previous 13F -6,201 shares

    1.01% of the 13F portfolio, value $3,043,318.

    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 102,999 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $3,422,668.

    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).