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
- period ended2026-06-3013F 0 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 6,890 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,007 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,360 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,204 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,204 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,904 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,217 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).