Transamerica Financial Advisors, LLC

Position in FORR — Forrester Research, Inc.

CIK 1502149 CEDAR RAPIDS, IA

Position in FORR

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$311

+$261 QoQ

Shares Held

+311.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#88

of 98 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Transamerica Financial Advisors, LLC holds $159,889 across 6 Consulting Services names. FORR ranks #4 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EFX	Equifax Inc	766	$121,579
2	VRSK	Verisk Analytics, Inc.	203	$36,444
3	BAH	Booz Allen Hamilton Holding Corp	23	$1,395
4	FORR	Forrester Research, Inc. This page	37	$311
5	RGP	Resources Connection, Inc.	32	$136
6	SBC	SBC Medical Group Holdings Inc	8	$24

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$311	37	+311.1%	Shares	Sole	2026-08-17
2026-03-31	$50	9	+12.5%	Shares	Sole	2026-05-15
2025-12-31	$64	8	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.