Position in FORR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,345
+$695 QoQ
Shares Held
160
+39.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#81
of 98 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FORR Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026IFP Advisors, Inc holds $347,729 across 12 Consulting Services names. FORR ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFX |
Equifax Inc
|
944 | $149,831 | |
| 2 | BAH |
Booz Allen Hamilton Holding Corp
|
1,377 | $83,542 | |
| 3 | VRSK |
Verisk Analytics, Inc.
|
365 | $65,528 | |
| 4 | ICFI |
ICF International, Inc.
|
445 | $32,422 | |
| 5 | CRAI |
Cra International, Inc.
|
90 | $12,807 | |
| 6 | FORR |
Forrester Research, Inc.
This page
|
160 | $1,345 | |
| 7 | HURN |
Huron Consulting Group Inc.
|
13 | $1,172 | |
| 8 | FCN |
Fti Consulting, Inc
|
6 | $894 |
All Filings in FORR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,345 | 160 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $650 | 115 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $860 | 106 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,388 | 131 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $544 | 55 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $46 | 5 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $78 | 5 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||