ForthRight Wealth Management, LLC: TRPA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ForthRight Wealth Management, LLC on TRPA, newest first. How the timeline and the estimate are built.
ForthRight Wealth Management, LLC held 65,034 TRPA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 65,034 sharesChange vs previous 13F -8,920 shares
0.65% of the 13F portfolio, value $2,527,098.
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 73,954 sharesChange vs previous 13F -42,297 shares
0.81% of the 13F portfolio, value $2,865,738.
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 116,251 sharesChange vs previous 13F -24,941 shares
1.3% of the 13F portfolio, value $4,523,325.
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 141,192 sharesChange vs previous 13F -6,083 shares
1.6% of the 13F portfolio, value $5,491,039.
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 147,275 sharesChange vs previous 13F -55,049 shares
1.79% of the 13F portfolio, value $5,726,063.
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).
- period ended2025-03-3113F 202,324 sharesChange vs previous 13F +7,635 shares
2.63% of the 13F portfolio, value $7,859,280.
13F-HR 0001951757-25-000372 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 ended2024-12-3113F 194,689 sharesChange vs previous 13F +10,117 shares
2.53% of the 13F portfolio, value $7,580,197.
13F-HR 0001951757-25-000065 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 ended2024-09-3013F 184,572 sharesChange vs previous 13F not available
2.4% of the 13F portfolio, value $7,194,616.
13F-HR 0001951757-24-001132 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).