Wealth Forward, LLC

Business address
2632 47 Th St S Ste 107, Fargo, ND, 58104
Top securities (13F)
OEF, RSP, FNDA, VEA, FNDX, IGSB, TIP, ILCB, BKAG, FNDE, BKIE, AOR, SPHY, BKLC, AAPL, AOA, USB, MSFT, BRKB, and ALRS
State of incorporation
ND
Fiscal year end
31 December
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Wealth Forward, LLC has filed 9 SEC EDGAR filings since 21 Feb 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 06 Nov 2025 30 Sep 2025 028-23985
13F-HR Open Document Open Filing 07 Aug 2025 30 Jun 2025 028-23985
N-PX Open Document Open Filing 07 Aug 2025 30 Jun 2025 028-23985
13F-HR Open Document Open Filing 07 May 2025 31 Mar 2025 028-23985
13F-HR Open Document Open Filing 22 Jan 2025 31 Dec 2024 028-23985
13F-HR Open Document Open Filing 28 Oct 2024 30 Sep 2024 028-23985
13F-HR Open Document Open Filing 19 Jul 2024 30 Jun 2024 028-23985
13F-HR Open Document Open Filing 07 May 2024 31 Mar 2024 028-23985
13F-HR Open Document Open Filing 21 Feb 2024 31 Dec 2023 028-23985