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 PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF (NOBL). 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 | REDUCED | 185,880 | -33,461 | -15.3% | 5.56% | $19.3M | $104.07 |
| 2025 Q3 | REDUCED | 219,341 | -25,791 | -10.5% | 6.57% | $22.6M | $102.42 |
| 2025 Q2 | REDUCED | 245,132 | -96,908 | -28.3% | 7.70% | $24.7M | $99.53 |
| 2025 Q1 | ADDED | 342,040 | +3,256 | +1.0% | 11.69% | $34.9M | $100.44 |
As of 2025 Q4 — sorted by position size