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Forza Wealth Management, LLC: AFL position timeline

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

Forza Wealth Management, LLC held 22,300 AFL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,300 shares
    Change vs previous 13F -20 shares

    0.8% of the 13F portfolio, value $2,614,675.

    13F-HR 0001963030-26-000003 filed by Forza 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 22,320 shares
    Change vs previous 13F -154 shares

    0.85% of the 13F portfolio, value $2,448,727.

    13F-HR 0001963030-26-000002 filed by Forza 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 22,474 shares
    Change vs previous 13F +565 shares

    0.9% of the 13F portfolio, value $2,478,208.

    13F-HR 0001963030-26-000001 filed by Forza 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 21,909 shares
    Change vs previous 13F -500 shares

    0.94% of the 13F portfolio, value $2,447,235.

    13F-HR 0001963030-25-000012 filed by Forza 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 22,409 shares
    Change vs previous 13F +298 shares

    0.97% of the 13F portfolio, value $2,363,253.

    13F-HR 0001963030-25-000005 filed by Forza 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 22,111 shares
    Change vs previous 13F +30 shares

    1.11% of the 13F portfolio, value $2,458,522.

    13F-HR 0001963030-25-000003 filed by Forza 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 22,081 shares
    Change vs previous 13F +26 shares

    1.04% of the 13F portfolio, value $2,284,059.

    13F-HR 0001963030-25-000001 filed by Forza 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 22,055 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $2,465,749.

    13F-HR 0001963030-24-000006 filed by Forza Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).