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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

  1. period ended2026-06-30
    13F 208,621 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 206,250 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 204,076 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 201,700 shares
    Change 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), ingested

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