Forza Wealth Management, LLC: EQWL position timeline

Forza Wealth Management, LLC held 84,287 EQWL 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 84,287 shares

   Change vs previous 13F +5,581 shares

   3.34% of the 13F portfolio, value $10,874,709.

   13F-HR 0001963030-26-000003 filed by Forza Wealth Management, LLC
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 78,706 shares

   Change vs previous 13F +11,599 shares

   3.16% of the 13F portfolio, value $9,070,079.

   13F-HR 0001963030-26-000002 filed by Forza Wealth Management, LLC
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 67,107 shares

   Change vs previous 13F +33,680 shares

   2.87% of the 13F portfolio, value $7,929,363.

   13F-HR 0001963030-26-000001 filed by Forza Wealth Management, LLC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 33,427 shares

   Change vs previous 13F +29,075 shares

   1.47% of the 13F portfolio, value $3,833,408.

   13F-HR 0001963030-25-000012 filed by Forza Wealth Management, LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 4,352 shares

   Change vs previous 13F not available

   0.2% of the 13F portfolio, value $478,589.

   13F-HR 0001963030-25-000005 filed by Forza Wealth Management, LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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