Position in SAP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$468,340
-$51,967 QoQ
Shares Held
3,039
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#441
of 812 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SAP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026ForthRight Wealth Management, LLC holds $1,328,488 across 2 Software - Application names. SAP ranks #2 (35.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBTA |
Ibotta, Inc.
|
25,180 | $860,148 | |
| 2 | SAP |
Sap SE
This page
|
3,039 | $468,340 |
All Filings in SAP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $468,340 | 3,039 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $520,307 | 3,039 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $738,203 | 3,039 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $812,051 | 3,039 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $924,159 | 3,039 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||