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Disclosery

Wealth Forward, LLC: BSV position timeline

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

Wealth Forward, LLC held 9,001 BSV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,001 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $701,268.

    13F-HR 0002012773-26-000003 filed by Wealth Forward, 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 9,001 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $705,768.

    13F-HR 0002012773-26-000002 filed by Wealth Forward, 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 9,001 shares
    Change vs previous 13F -102 shares

    0.4% of the 13F portfolio, value $709,369.

    13F-HR 0002012773-26-000001 filed by Wealth Forward, 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 9,103 shares
    Change vs previous 13F -130,191 shares

    0.42% of the 13F portfolio, value $718,318.

    13F-HR 0002012773-25-000007 filed by Wealth Forward, 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 139,294 shares
    Change vs previous 13F +779 shares

    7.37% of the 13F portfolio, value $10,962,441.

    13F-HR 0002012773-25-000005 filed by Wealth Forward, 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 138,515 shares
    Change vs previous 13F +990 shares

    7.72% of the 13F portfolio, value $10,842,963.

    13F-HR 0002012773-25-000003 filed by Wealth Forward, 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 137,525 shares
    Change vs previous 13F +13,017 shares

    7.5% of the 13F portfolio, value $10,626,556.

    13F-HR 0002012773-25-000001 filed by Wealth Forward, 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 124,508 shares
    Change vs previous 13F not available

    6.87% of the 13F portfolio, value $9,797,526.

    13F-HR 0002012773-24-000007 filed by Wealth Forward, LLC
    Filed (acceptance time not in the bulk data set), ingested

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