Forge Financial Services LLC

Business address
2901 S Bryant Ave, Edmond, OK, 73013
Top securities (13F)
BUFZ, CGGO, CGDV, CGUS, QQQM, RSP, TCAF, JHMM, CGGR, XMHQ, PWB, RWL, FTCS, FDL, CGCP, BUFR, AMZN, UPS, PM, and TSLA
State of incorporation
OK
Fiscal year end
31 December
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Forge Financial Services LLC has filed 4 SEC EDGAR filings since 12 Feb 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 12 Nov 2025 30 Sep 2025 028-24989
13F-HR Open Document Open Filing 11 Aug 2025 30 Jun 2025 028-24989
13F-HR Open Document Open Filing 06 May 2025 31 Mar 2025 028-24989
13F-HR Open Document Open Filing 12 Feb 2025 31 Dec 2024 028-24989