DTCR β€” GLOBAL X FDS

Ownership history in Forefront Wealth Partners, LLC  Β·  2 quarters on record

AI Ownership Summary

Forefront Wealth Partners, LLC reported GLOBAL X FDS (DTCR) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.5% in 2026 Q1. The latest visible filing shows DTCR at 0.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DTCR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Forefront Wealth Partners, LLC's position in GLOBAL X FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DTCR was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Forefront Wealth Partners, LLC held DTCR β€” position size vs. price
% of Fund (quarterly)    DTCR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 49,971 +17,737 +55.0% 0.50% $1.2M 2026-04-17 $28.04
2025 Q4 INITIATED 32,234 β€” β€” 0.32% $680K 2026-02-06 $24.59

FAQ About Forefront Wealth Partners, LLC and DTCR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Forefront Wealth Partners, LLC reported owning DTCR?

Forefront Wealth Partners, LLC reported DTCR across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported DTCR position in Forefront Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for DTCR was 0.50% in 2026 Q1.

What is the latest reported DTCR position on this page?

The most recent filing on this page is 2026 Q1, when Forefront Wealth Partners, LLC reported 49,971 shares, equal to 0.50% of portfolio, with an estimated market value of $1.2M.

What does the chart on this DTCR ownership page compare?

The chart compares Forefront Wealth Partners, LLC's quarterly DTCR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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