ForthRight Wealth Management, LLC: SAP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ForthRight Wealth Management, LLC on SAP, newest first. How the timeline and the estimate are built.
ForthRight Wealth Management, LLC held 3,039 SAP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 3,039 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $468,340.
13F-HR 0001951757-26-001151 filed by ForthRight Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,039 sharesChange vs previous 13F 0 shares
0.15% of the 13F portfolio, value $520,307.
13F-HR 0001951757-26-000827 filed by ForthRight Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,039 sharesChange vs previous 13F 0 shares
0.21% of the 13F portfolio, value $738,203.
13F-HR 0001951757-26-000057 filed by ForthRight Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,039 sharesChange vs previous 13F 0 shares
0.24% of the 13F portfolio, value $812,051.
13F-HR 0001951757-25-001322 filed by ForthRight Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,039 sharesChange vs previous 13F not available
0.29% of the 13F portfolio, value $924,160.
13F-HR 0001951757-25-000975 filed by ForthRight Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).