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Disclosery

Wealth Forward, LLC: KRE position timeline

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

Wealth Forward, LLC held 5,419 KRE 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 5,419 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $405,612.

    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 5,419 shares
    Change vs previous 13F -14 shares

    0.2% of the 13F portfolio, value $353,048.

    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 5,433 shares
    Change vs previous 13F -1,684 shares

    0.2% of the 13F portfolio, value $352,113.

    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 7,117 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $450,506.

    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 7,117 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $422,679.

    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 7,117 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $404,601.

    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 7,117 shares
    Change vs previous 13F -800 shares

    0.3% of the 13F portfolio, value $429,511.

    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 7,917 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $448,102.

    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).