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Disclosery

Wealth Forward, LLC: RSP position timeline

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

Wealth Forward, LLC held 99,149 RSP 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 99,149 shares
    Change vs previous 13F -550 shares

    10.51% of the 13F portfolio, value $21,095,885.

    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 99,699 shares
    Change vs previous 13F +518 shares

    10.8% of the 13F portfolio, value $19,134,160.

    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 99,181 shares
    Change vs previous 13F -1,167 shares

    10.73% of the 13F portfolio, value $18,999,050.

    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 100,348 shares
    Change vs previous 13F -14,158 shares

    11.05% of the 13F portfolio, value $19,036,049.

    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 114,506 shares
    Change vs previous 13F -1,113 shares

    13.98% of the 13F portfolio, value $20,810,235.

    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 115,619 shares
    Change vs previous 13F -1,314 shares

    14.25% of the 13F portfolio, value $20,028,618.

    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 116,933 shares
    Change vs previous 13F -1,448 shares

    14.46% of the 13F portfolio, value $20,490,243.

    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 118,381 shares
    Change vs previous 13F not available

    14.87% of the 13F portfolio, value $21,209,168.

    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).