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Forza Wealth Management, LLC: VTRS position timeline

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

Forza Wealth Management, LLC held 14,062 VTRS 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 14,062 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $223,305.

    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 14,062 shares
    Change vs previous 13F -581 shares

    0.07% of the 13F portfolio, value $189,978.

    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 14,643 shares
    Change vs previous 13F -6,934 shares

    0.07% of the 13F portfolio, value $182,305.

    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 21,577 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $213,612.

    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 21,577 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $192,683.

    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 21,577 shares
    Change vs previous 13F -372 shares

    0.08% of the 13F portfolio, value $187,936.

    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 21,949 shares
    Change vs previous 13F -400 shares

    0.12% of the 13F portfolio, value $273,265.

    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 22,349 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $259,472.

    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).