Skip to content
Disclosery

Wealth Forward, LLC: OEF position timeline

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

Wealth Forward, LLC held 59,704 OEF 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 59,704 shares
    Change vs previous 13F -57 shares

    10.88% of the 13F portfolio, value $21,843,796.

    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 59,761 shares
    Change vs previous 13F +526 shares

    10.73% of the 13F portfolio, value $19,008,291.

    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 59,235 shares
    Change vs previous 13F -162 shares

    11.48% of the 13F portfolio, value $20,315,895.

    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 59,397 shares
    Change vs previous 13F -897 shares

    11.48% of the 13F portfolio, value $19,769,670.

    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 60,294 shares
    Change vs previous 13F -508 shares

    12.33% of the 13F portfolio, value $18,350,491.

    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 60,802 shares
    Change vs previous 13F -401 shares

    11.72% of the 13F portfolio, value $16,467,134.

    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 61,203 shares
    Change vs previous 13F +2,427 shares

    12.47% of the 13F portfolio, value $17,678,465.

    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 58,776 shares
    Change vs previous 13F not available

    11.41% of the 13F portfolio, value $16,266,915.

    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).