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ForthRight Wealth Management, LLC: VOO position timeline

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

ForthRight Wealth Management, LLC held 76,085 VOO 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 76,085 shares
    Change vs previous 13F -2,337 shares

    13.37% of the 13F portfolio, value $52,255,721.

    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 78,422 shares
    Change vs previous 13F -491 shares

    13.29% of the 13F portfolio, value $46,861,109.

    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 78,913 shares
    Change vs previous 13F -1,549 shares

    14.23% of the 13F portfolio, value $49,488,551.

    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 80,462 shares
    Change vs previous 13F +1,088 shares

    14.32% of the 13F portfolio, value $49,273,412.

    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 79,374 shares
    Change vs previous 13F +2,875 shares

    14.06% of the 13F portfolio, value $45,086,894.

    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 76,499 shares
    Change vs previous 13F +1,223 shares

    13.15% of the 13F portfolio, value $39,313,762.

    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).

  7. period ended2024-12-31
    13F 75,276 shares
    Change vs previous 13F -141 shares

    13.52% of the 13F portfolio, value $40,559,592.

    13F-HR 0001951757-25-000065 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).

  8. period ended2024-09-30
    13F 75,417 shares
    Change vs previous 13F not available

    13.25% of the 13F portfolio, value $39,795,105.

    13F-HR 0001951757-24-001132 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).