Wealth Forward, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 22, 2025
Value $
$142M
Signature - Title
Stephanie Ternes - Chief Compliance Officer
Location
Fargo, ND
Summary
This page shows a list of all the recent 13F filings made by Wealth Forward, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealth Forward, LLC reported 30 stock holdings with total value $142M as of Q4 2024. Top holdings included RSP, FNDA, OEF, VEA, and FNDX.
Holdings Value