ForthRight Wealth Management, LLC
Holdings in IBTA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $688,628 | 30,296 | Shares | Sole | 2026-01-13 |
| 2025-09-30 | $843,743 | 30,296 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $1,108,833 | 30,296 | Shares | Sole | 2025-07-28 |
| 2025-03-31 | $1,459,951 | 34,596 | Shares | Sole | 2025-04-15 |
| 2024-12-31 | $2,251,507 | 34,596 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $340,025 | 5,519 | Shares | Sole | 2024-10-28 |