ForthRight Wealth Management, LLC: VO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ForthRight Wealth Management, LLC on VO, newest first. How the timeline and the estimate are built.
ForthRight Wealth Management, LLC held 196,127 VO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 196,127 sharesChange vs previous 13F +148,679 shares
4.04% of the 13F portfolio, value $15,801,954.
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 47,448 sharesChange vs previous 13F +374 shares
3.87% of the 13F portfolio, value $13,626,016.
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 47,074 sharesChange vs previous 13F +717 shares
3.93% of the 13F portfolio, value $13,661,929.
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 46,357 sharesChange vs previous 13F +1,389 shares
3.96% of the 13F portfolio, value $13,616,964.
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 44,968 sharesChange vs previous 13F +3,416 shares
3.92% of the 13F portfolio, value $12,583,263.
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 41,552 sharesChange vs previous 13F +1,561 shares
3.6% of the 13F portfolio, value $10,746,152.
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 39,991 sharesChange vs previous 13F +619 shares
3.52% of the 13F portfolio, value $10,562,937.
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 39,372 sharesChange vs previous 13F not available
3.46% of the 13F portfolio, value $10,387,634.
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).