Position in FOR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,110,602
+$418,770 QoQ
Shares Held
45,442
+61.8% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 7.079353901676863.ToString("F0")%
Shared 0.ToString("F0")%
None 92.92064609832313.ToString("F0")%
Common Shares in FOR Over Time
Shares Held
Position Value (USD)
Position in Real Estate - Development
Real Estate · as of Mar 31, 2026NewEdge Wealth, LLC holds $1,391,551 across 2 Real Estate - Development names. FOR ranks #1 (79.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FOR |
Forestar Group Inc.
This page
|
45,442 | $1,110,602 | |
| 2 | OZ |
Belpointe PREP, LLC
|
5,281 | $280,949 |
All Filings in FOR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,110,602 | 45,442 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $691,832 | 28,089 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $669,456 | 25,177 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $408,000 | 20,400 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $387,221 | 18,317 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $509,846 | 19,670 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||