Position in ALRS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,563,676
+$371,561 QoQ
Shares Held
50,279
0.0% QoQ
Ownership
0.202%
of shares outstanding
% of Portfolio
11.73%
of 13F equity value
Holder Rank
#47
of 157 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALRS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Wealth Forward, LLC holds $3,585,988 across 2 Banks - Regional names. ALRS ranks #2 (43.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
33,482 | $2,022,312 | |
| 2 | ALRS |
Alerus Financial Corp
This page
|
50,279 | $1,563,676 |
All Filings in ALRS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,563,676 | 50,279 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,192,115 | 50,279 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,132,283 | 50,279 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,113,177 | 50,279 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,088,037 | 50,279 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $928,150 | 50,279 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $967,367 | 50,279 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,150,383 | 50,279 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,087,943 | 55,479 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,211,106 | 55,479 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,242,174 | 55,479 | Shares | Sole | 2024-02-21 | |
| No filing history on record for this holder in this stock. | ||||||