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Forza Wealth Management, LLC: TAP position timeline

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

Forza Wealth Management, LLC held 10,069 TAP 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 10,069 shares
    Change vs previous 13F -400 shares

    0.12% of the 13F portfolio, value $392,288.

    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 10,469 shares
    Change vs previous 13F -700 shares

    0.16% of the 13F portfolio, value $450,795.

    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 11,169 shares
    Change vs previous 13F -9,380 shares

    0.19% of the 13F portfolio, value $521,369.

    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 20,549 shares
    Change vs previous 13F -2,011 shares

    0.36% of the 13F portfolio, value $929,842.

    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 22,560 shares
    Change vs previous 13F -130 shares

    0.44% of the 13F portfolio, value $1,084,910.

    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 22,690 shares
    Change vs previous 13F +45 shares

    0.62% of the 13F portfolio, value $1,381,140.

    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 22,645 shares
    Change vs previous 13F -100 shares

    0.59% of the 13F portfolio, value $1,298,011.

    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 22,745 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,308,292.

    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).