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StoneCrest Wealth Management, Inc.: FWD position timeline

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

StoneCrest Wealth Management, Inc. held 48,751 FWD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,751 shares
    Change vs previous 13F -4,982 shares

    2.31% of the 13F portfolio, value $7,220,998.

    13F-HR 0001951757-26-000973 filed by StoneCrest Wealth Management, Inc.
    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 53,733 shares
    Change vs previous 13F +1,529 shares

    2.47% of the 13F portfolio, value $5,833,254.

    13F-HR 0001951757-26-000528 filed by StoneCrest Wealth Management, Inc.
    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 52,204 shares
    Change vs previous 13F +4,120 shares

    2.2% of the 13F portfolio, value $5,450,620.

    13F-HR 0001951757-26-000215 filed by StoneCrest Wealth Management, Inc.
    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 48,084 shares
    Change vs previous 13F +1,262 shares

    2.13% of the 13F portfolio, value $4,865,620.

    13F-HR 0001951757-25-001189 filed by StoneCrest Wealth Management, Inc.
    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 46,822 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $4,200,870.

    13F-HR 0001951757-25-000846 filed by StoneCrest Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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