Skip to content
Disclosery

ForthRight Wealth Management, LLC: VTEB position timeline

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

ForthRight Wealth Management, LLC held 146,259 VTEB 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 146,259 shares
    Change vs previous 13F -2,924 shares

    1.89% of the 13F portfolio, value $7,397,772.

    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 149,183 shares
    Change vs previous 13F +5,096 shares

    2.11% of the 13F portfolio, value $7,442,726.

    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 144,087 shares
    Change vs previous 13F -9,883 shares

    2.08% of the 13F portfolio, value $7,246,126.

    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 153,970 shares
    Change vs previous 13F +17,265 shares

    2.24% of the 13F portfolio, value $7,709,259.

    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 136,705 shares
    Change vs previous 13F -12,455 shares

    2.09% of the 13F portfolio, value $6,702,665.

    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 149,160 shares
    Change vs previous 13F +505 shares

    2.48% of the 13F portfolio, value $7,401,327.

    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 148,655 shares
    Change vs previous 13F +4,780 shares

    2.48% of the 13F portfolio, value $7,452,098.

    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 143,875 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $7,354,870.

    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).