Forza Wealth Management, LLC: SHV position timeline

Forza Wealth Management, LLC held 0 SHV shares at 2025-09-30 per its 13F-HR filed 2025-10-22.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -9,302 shares

   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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 9,302 shares

   Change vs previous 13F +500 shares

   0.42% of the 13F portfolio, value $1,027,127.

   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).

3. period ended2025-03-31

   13F 8,802 shares

   Change vs previous 13F 0 shares

   0.44% of the 13F portfolio, value $972,269.

   13F-HR 0001963030-25-000003 filed by Forza Wealth Management, LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 8,802 shares

   Change vs previous 13F 0 shares

   0.44% of the 13F portfolio, value $969,188.

   13F-HR 0001963030-25-000001 filed by Forza Wealth Management, LLC
   Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 8,802 shares

   Change vs previous 13F not available

   0.45% of the 13F portfolio, value $973,765.

   13F-HR 0001963030-24-000006 filed by Forza Wealth Management, LLC
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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