Skip to content

Forza Wealth Management, LLC: DFNM position timeline

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

Forza Wealth Management, LLC held 174,200 DFNM 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 174,200 shares
    Change vs previous 13F +76,700 shares

    2.58% of the 13F portfolio, value $8,419,957.

    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 97,500 shares
    Change vs previous 13F 0 shares

    1.63% of the 13F portfolio, value $4,673,175.

    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 97,500 shares
    Change vs previous 13F -1,700 shares

    1.7% of the 13F portfolio, value $4,696,575.

    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 99,200 shares
    Change vs previous 13F +9,200 shares

    1.82% of the 13F portfolio, value $4,759,616.

    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 90,000 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $4,268,700.

    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).