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Forza Wealth Management, LLC: SLB position timeline

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

Forza Wealth Management, LLC held 12,186 SLB 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 12,186 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $566,527.

    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 12,186 shares
    Change vs previous 13F +1,284 shares

    0.22% of the 13F portfolio, value $626,239.

    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 10,902 shares
    Change vs previous 13F +1,756 shares

    0.15% of the 13F portfolio, value $418,419.

    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 9,146 shares
    Change vs previous 13F +789 shares

    0.12% of the 13F portfolio, value $314,348.

    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 8,357 shares
    Change vs previous 13F +1,983 shares

    0.12% of the 13F portfolio, value $282,467.

    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 6,374 shares
    Change vs previous 13F +350 shares

    0.12% of the 13F portfolio, value $266,433.

    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 6,024 shares
    Change vs previous 13F +223 shares

    0.11% of the 13F portfolio, value $230,960.

    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 5,801 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $243,352.

    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).