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Disclosery

Wealth Forward, LLC: TIP position timeline

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

Wealth Forward, LLC held 93,666 TIP 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 93,666 shares
    Change vs previous 13F +535 shares

    5.1% of the 13F portfolio, value $10,249,897.

    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 93,131 shares
    Change vs previous 13F +443 shares

    5.8% of the 13F portfolio, value $10,277,927.

    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 92,688 shares
    Change vs previous 13F +1,297 shares

    5.76% of the 13F portfolio, value $10,187,326.

    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 91,391 shares
    Change vs previous 13F -12,539 shares

    5.9% of the 13F portfolio, value $10,164,556.

    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 103,930 shares
    Change vs previous 13F +851 shares

    7.69% of the 13F portfolio, value $11,436,436.

    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 103,079 shares
    Change vs previous 13F +975 shares

    8.15% of the 13F portfolio, value $11,451,036.

    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 102,104 shares
    Change vs previous 13F +2,762 shares

    7.68% of the 13F portfolio, value $10,879,172.

    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 99,342 shares
    Change vs previous 13F not available

    7.7% of the 13F portfolio, value $10,974,348.

    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).