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Forza Wealth Management, LLC: IGIB position timeline

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

Forza Wealth Management, LLC held 44,461 IGIB 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 44,461 shares
    Change vs previous 13F +561 shares

    0.73% of the 13F portfolio, value $2,363,991.

    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 43,900 shares
    Change vs previous 13F -100 shares

    0.81% of the 13F portfolio, value $2,336,358.

    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 44,000 shares
    Change vs previous 13F 0 shares

    0.86% of the 13F portfolio, value $2,370,720.

    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 44,000 shares
    Change vs previous 13F +125 shares

    0.91% of the 13F portfolio, value $2,379,960.

    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 43,875 shares
    Change vs previous 13F -2,100 shares

    0.96% of the 13F portfolio, value $2,338,099.

    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 45,975 shares
    Change vs previous 13F -170 shares

    1.09% of the 13F portfolio, value $2,414,607.

    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 46,145 shares
    Change vs previous 13F -1,320 shares

    1.08% of the 13F portfolio, value $2,376,929.

    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 47,465 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $2,549,820.

    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).