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

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	30	$142M	+$21M	-$1.05M	+$20M	RSP, FNDA, OEF, VEA, FNDX	13F-HR	1/22/2025, 03:55 PM
Q3 2024	31	$143M	+$8.2M	-$2.09M	+$6.11M	RSP, FNDA, VEA, OEF, FNDX	13F-HR	10/28/2024, 12:05 PM
Q2 2024	32	$128M	+$1.55M	-$230K	+$1.32M	RSP, FNDA, VEA, OEF, FNDX	13F-HR	7/19/2024, 03:33 PM
Q1 2024	31	$127M	+$3.58M	-$343K	+$3.24M	RSP, FNDA, VEA, OEF, FNDX	13F-HR	5/7/2024, 04:00 PM
Q4 2023	30	$118M	$0	$0		RSP, FNDA, VEA, FNDX, TIP	13F-HR	2/21/2024, 02:23 PM