Wealth Forward, LLC: IGSB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Forward, LLC on IGSB, newest first. How the timeline and the estimate are built.
Wealth Forward, LLC held 208,621 IGSB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 208,621 sharesChange vs previous 13F +2,371 shares
5.45% of the 13F portfolio, value $10,933,821.
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 206,250 sharesChange vs previous 13F +2,174 shares
6.12% of the 13F portfolio, value $10,840,509.
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 204,076 sharesChange vs previous 13F +2,376 shares
6.1% of the 13F portfolio, value $10,791,531.
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 201,700 sharesChange vs previous 13F not available
6.21% of the 13F portfolio, value $10,696,144.
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).