Skip to content
Disclosery

ForthRight Wealth Management, LLC: SMDV position timeline

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

ForthRight Wealth Management, LLC held 18,354 SMDV 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 18,354 shares
    Change vs previous 13F +3 shares

    0.36% of the 13F portfolio, value $1,413,799.

    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 18,351 shares
    Change vs previous 13F -69,179 shares

    0.36% of the 13F portfolio, value $1,262,379.

    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 87,530 shares
    Change vs previous 13F +1,092 shares

    1.66% of the 13F portfolio, value $5,783,972.

    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 86,438 shares
    Change vs previous 13F +1,043 shares

    1.67% of the 13F portfolio, value $5,760,196.

    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 85,395 shares
    Change vs previous 13F +16,836 shares

    1.73% of the 13F portfolio, value $5,555,824.

    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 68,559 shares
    Change vs previous 13F +308 shares

    1.5% of the 13F portfolio, value $4,496,791.

    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 68,251 shares
    Change vs previous 13F +2,384 shares

    1.54% of the 13F portfolio, value $4,618,552.

    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 65,867 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $4,561,948.

    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).