Ownership history in ForthRight Wealth Management, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which ForthRight Wealth Management, LLC reported a position in ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF (IDOG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 136,705 | +1,028 | +0.8% | 1.52% | $5.3M | $38.39 |
| 2025 Q3 | ADDED | 135,677 | +762 | +0.6% | 1.40% | $4.8M | $35.10 |
| 2025 Q2 | ADDED | 134,915 | +10,432 | +8.4% | 1.43% | $4.6M | $33.11 |
| 2025 Q1 | ADDED | 124,483 | +214 | +0.2% | 1.32% | $3.9M | $30.36 |
| 2024 Q4 | ADDED | 124,269 | +4,398 | +3.7% | 1.20% | $3.6M | $27.43 |
| 2024 Q3 | REDUCED | 119,871 | -1,251 | -1.0% | 1.27% | $3.8M | $30.02 |
| 2024 Q2 | REDUCED | 121,122 | -4,751 | -3.8% | 1.29% | $3.6M | $27.71 |
| 2024 Q1 | REDUCED | 125,873 | -6,024 | -4.6% | 1.34% | $3.7M | $27.13 |
| 2023 Q4 | ADDED | 131,897 | +2,754 | +2.1% | 1.53% | $3.9M | $27.06 |
| 2023 Q3 | REDUCED | 129,143 | -7,771 | -5.7% | 1.52% | $3.5M | $24.48 |
As of 2025 Q4 — sorted by position size