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Forza Wealth Management, LLC: CAH position timeline

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

Forza Wealth Management, LLC held 15,845 CAH 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 15,845 shares
    Change vs previous 13F -10 shares

    1.15% of the 13F portfolio, value $3,764,138.

    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 15,855 shares
    Change vs previous 13F -440 shares

    1.17% of the 13F portfolio, value $3,350,320.

    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 16,295 shares
    Change vs previous 13F +65 shares

    1.21% of the 13F portfolio, value $3,348,623.

    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 16,230 shares
    Change vs previous 13F +213 shares

    0.98% of the 13F portfolio, value $2,547,461.

    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 16,017 shares
    Change vs previous 13F +192 shares

    1.1% of the 13F portfolio, value $2,690,856.

    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 15,825 shares
    Change vs previous 13F +15 shares

    0.98% of the 13F portfolio, value $2,180,210.

    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 15,810 shares
    Change vs previous 13F +5 shares

    0.85% of the 13F portfolio, value $1,869,849.

    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 15,805 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,746,769.

    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).