ForthRight Wealth Management, LLC: VIG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ForthRight Wealth Management, LLC on VIG, newest first. How the timeline and the estimate are built.
ForthRight Wealth Management, LLC held 2,555 VIG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 2,555 sharesChange vs previous 13F +2 shares
0.15% of the 13F portfolio, value $604,481.
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 2,553 sharesChange vs previous 13F +1 shares
0.16% of the 13F portfolio, value $549,140.
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 2,552 sharesChange vs previous 13F +2 shares
0.16% of the 13F portfolio, value $560,943.
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 2,550 sharesChange vs previous 13F +285 shares
0.16% of the 13F portfolio, value $550,264.
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 2,265 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $463,578.
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 2,265 sharesChange vs previous 13F 0 shares
0.15% of the 13F portfolio, value $439,387.
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 2,265 sharesChange vs previous 13F -12 shares
0.15% of the 13F portfolio, value $443,555.
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 2,277 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $450,983.
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).