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ForthRight Wealth Management, LLC: QQQ position timeline

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

ForthRight Wealth Management, LLC held 483 QQQ 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 483 shares
    Change vs previous 13F +6 shares

    0.09% of the 13F portfolio, value $355,823.

    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 477 shares
    Change vs previous 13F +7 shares

    0.08% of the 13F portfolio, value $275,426.

    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 470 shares
    Change vs previous 13F +96 shares

    0.08% of the 13F portfolio, value $288,782.

    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 374 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $224,538.

    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).