Position in FOR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,064,397
+$995,554 QoQ
Shares Held
84,468
+94.6% QoQ
Ownership
0.166%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0.2711085854998343.ToString("F0")%
Shared 0.ToString("F0")%
None 99.72889141450017.ToString("F0")%
Common Shares in FOR Over Time
Shares Held
Position Value (USD)
Position in Real Estate - Development
Real Estate · as of Mar 31, 2026Creative Planning holds $5,776,390 across 3 Real Estate - Development names. FOR ranks #2 (35.7% of the industry book) .
All Filings in FOR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,064,397 | 84,468 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,068,843 | 43,396 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,134,381 | 42,662 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $701,340 | 35,067 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $222,731 | 10,536 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $247,121 | 9,534 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $440,231 | 13,600 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $320,891 | 10,031 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $424,928 | 10,573 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $350,079 | 10,586 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $251,538 | 9,337 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $234,023 | 10,378 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||