ForthRight Wealth Management, LLC: URA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ForthRight Wealth Management, LLC on URA, newest first. How the timeline and the estimate are built.
ForthRight Wealth Management, LLC held 11,719 URA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 11,719 sharesChange vs previous 13F +834 shares
0.13% of the 13F portfolio, value $512,124.
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 10,885 sharesChange vs previous 13F -2,640 shares
0.15% of the 13F portfolio, value $527,165.
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 13,525 sharesChange vs previous 13F +1,552 shares
0.17% of the 13F portfolio, value $577,923.
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 11,973 sharesChange vs previous 13F +360 shares
0.17% of the 13F portfolio, value $570,753.
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 11,613 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $450,701.
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).