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ForthRight Wealth Management, LLC: SPMD position timeline

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

ForthRight Wealth Management, LLC held 3,636 SPMD 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 3,636 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $245,633.

    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 3,635 shares
    Change vs previous 13F +136 shares

    0.06% of the 13F portfolio, value $215,279.

    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 3,499 shares
    Change vs previous 13F -773 shares

    0.06% of the 13F portfolio, value $202,612.

    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 4,272 shares
    Change vs previous 13F +16 shares

    0.07% of the 13F portfolio, value $244,323.

    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 4,256 shares
    Change vs previous 13F +107 shares

    0.07% of the 13F portfolio, value $231,419.

    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 4,149 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $212,343.

    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).