Position in FOR
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$15,666
-$171 QoQ
Shares Held
641
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in FOR Over Time
Shares Held
Position Value (USD)
Position in Real Estate - Development
Real Estate · as of Mar 31, 2026True Wealth Design, LLC holds $17,579 across 4 Real Estate - Development names. FOR ranks #1 (89.1% of the industry book) .
All Filings in FOR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,666 | 641 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $15,837 | 643 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $17,841 | 671 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $13,300 | 665 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,637 | 314 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $207 | 8 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,974 | 61 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||