Position in FORR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$664
+$156 QoQ
Shares Held
79
+64.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#86
of 98 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FORR Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026Rialto Wealth Management, LLC holds $19,628 across 6 Consulting Services names. FORR ranks #5 (3.4% of the industry book) .
All Filings in FORR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $664 | 79 | Shares | Sole | 2026-08-11 | |
| 2025-09-30 | $508 | 48 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||