Position in FOR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,816,393
+$705,791 QoQ
Shares Held
57,390
+26.3% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#46
of 185 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in FOR Over Time
Shares Held
Position Value (USD)
Position in Real Estate - Development
Real Estate · as of Jun 30, 2026NewEdge Wealth, LLC holds $2,055,569 across 2 Real Estate - Development names. FOR ranks #1 (88.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FOR |
Forestar Group Inc.
This page
|
57,390 | $1,816,393 | |
| 2 | OZ |
Belpointe PREP, LLC
|
5,281 | $239,176 |
All Filings in FOR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,816,393 | 57,390 | Shares | Sole | 2026-08-10 | |
| 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. | ||||||