RH β€” RH

Ownership history in FORTE CAPITAL LLC /ADV  Β·  15 quarters on record

AI Ownership Summary

FORTE CAPITAL LLC /ADV reported RH (RH) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 0.29% in 2023 Q4. The latest visible filing shows RH at 0.10% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FORTE CAPITAL LLC /ADV's position in RH, 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
2025 Q1

RH was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 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 FORTE CAPITAL LLC /ADV held RH β€” position size vs. price
% of Fund (quarterly)    RH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 ADDED 3,539 +474 +15.5% 0.10% $830K 2025-05-02 $196.56
2024 Q4 ADDED 3,065 +1,910 +165.4% 0.14% $1.2M 2025-02-03 $395.14
2024 Q3 REDUCED 1,155 -2,574 -69.0% 0.04% $386K 2024-10-31 $318.05
2024 Q2 REDUCED 3,729 -729 -16.4% 0.11% $912K 2024-08-13 $260.22
2024 Q1 REDUCED 4,458 -2,767 -38.3% 0.19% $1.6M 2024-05-14 $290.69
2023 Q4 REDUCED 7,225 -1,730 -19.3% 0.29% $2.1M 2024-02-06 $254.86
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding RH

As of 2026 Q1 β€” sorted by position size

GAMMA Investing LLC 0.0% HIGHLINE WEALTH PARTNERS LLC 0.0%

FAQ About FORTE CAPITAL LLC /ADV and RH

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

How long has FORTE CAPITAL LLC /ADV reported owning RH?

FORTE CAPITAL LLC /ADV reported RH across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported RH position in FORTE CAPITAL LLC /ADV's portfolio?

The largest reported portfolio weight for RH was 0.29% in 2023 Q4.

What is the latest reported RH position on this page?

The most recent filing on this page is 2025 Q1, when FORTE CAPITAL LLC /ADV reported 3,539 shares, equal to 0.10% of portfolio, with an estimated market value of $830K.

What does the chart on this RH ownership page compare?

The chart compares FORTE CAPITAL LLC /ADV's quarterly RH 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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