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Forza Wealth Management, LLC: BSV position timeline

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

Forza Wealth Management, LLC held 226,104 BSV 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 226,104 shares
    Change vs previous 13F +114,461 shares

    5.4% of the 13F portfolio, value $17,615,763.

    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 111,643 shares
    Change vs previous 13F +2,025 shares

    3.05% of the 13F portfolio, value $8,753,928.

    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 109,618 shares
    Change vs previous 13F +19,355 shares

    3.12% of the 13F portfolio, value $8,638,995.

    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 90,263 shares
    Change vs previous 13F +13,989 shares

    2.73% of the 13F portfolio, value $7,122,653.

    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 76,274 shares
    Change vs previous 13F -2,450 shares

    2.46% of the 13F portfolio, value $6,002,764.

    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 78,724 shares
    Change vs previous 13F +1,600 shares

    2.77% of the 13F portfolio, value $6,162,515.

    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 77,124 shares
    Change vs previous 13F -1,103 shares

    2.72% of the 13F portfolio, value $5,959,371.

    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 78,227 shares
    Change vs previous 13F not available

    2.82% of the 13F portfolio, value $6,155,683.

    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).