Wealth Forward, LLC: ALRS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Forward, LLC on ALRS, newest first. How the timeline and the estimate are built.
Wealth Forward, LLC held 50,279 ALRS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 50,279 sharesChange vs previous 13F 0 shares
0.78% of the 13F portfolio, value $1,563,677.
13F-HR 0002012773-26-000003 filed by Wealth Forward, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 50,279 sharesChange vs previous 13F 0 shares
0.67% of the 13F portfolio, value $1,192,115.
13F-HR 0002012773-26-000002 filed by Wealth Forward, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 50,279 sharesChange vs previous 13F 0 shares
0.64% of the 13F portfolio, value $1,132,283.
13F-HR 0002012773-26-000001 filed by Wealth Forward, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 50,279 sharesChange vs previous 13F 0 shares
0.65% of the 13F portfolio, value $1,113,177.
13F-HR 0002012773-25-000007 filed by Wealth Forward, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 50,279 sharesChange vs previous 13F 0 shares
0.73% of the 13F portfolio, value $1,088,038.
13F-HR 0002012773-25-000005 filed by Wealth Forward, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 50,279 sharesChange vs previous 13F 0 shares
0.66% of the 13F portfolio, value $928,150.
13F-HR 0002012773-25-000003 filed by Wealth Forward, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 50,279 sharesChange vs previous 13F 0 shares
0.68% of the 13F portfolio, value $967,368.
13F-HR 0002012773-25-000001 filed by Wealth Forward, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 50,279 sharesChange vs previous 13F not available
0.81% of the 13F portfolio, value $1,150,384.
13F-HR 0002012773-24-000007 filed by Wealth Forward, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).