Skip to content

Wealth Forward, LLC: DVN position timeline

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

Wealth Forward, LLC held 0 DVN 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 0 shares
    Change vs previous 13F -6,890 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 6,890 shares
    Change vs previous 13F -117 shares

    0.2% of the 13F portfolio, value $346,705.

    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 7,007 shares
    Change vs previous 13F -353 shares

    0.15% of the 13F portfolio, value $256,666.

    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 7,360 shares
    Change vs previous 13F +156 shares

    0.15% of the 13F portfolio, value $258,042.

    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 7,204 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $229,159.

    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 7,204 shares
    Change vs previous 13F +300 shares

    0.19% of the 13F portfolio, value $269,430.

    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 6,904 shares
    Change vs previous 13F +687 shares

    0.16% of the 13F portfolio, value $225,968.

    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 6,217 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $243,209.

    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).