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 RUSSELL 2000 DIVIDEND GROWERS ETF (SMDV). 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 | 87,530 | +1,092 | +1.3% | 1.66% | $5.8M | $66.08 |
| 2025 Q3 | ADDED | 86,438 | +1,043 | +1.2% | 1.67% | $5.8M | $66.10 |
| 2025 Q2 | ADDED | 85,395 | +16,836 | +24.6% | 1.73% | $5.6M | $64.11 |
| 2025 Q1 | ADDED | 68,559 | +308 | +0.5% | 1.50% | $4.5M | $64.26 |
| 2024 Q4 | ADDED | 68,251 | +2,384 | +3.6% | 1.54% | $4.6M | $65.91 |
| 2024 Q3 | REDUCED | 65,867 | -1,295 | -1.9% | 1.52% | $4.6M | $66.93 |
| 2024 Q2 | ADDED | 67,162 | +197 | +0.3% | 1.50% | $4.2M | $59.66 |
| 2024 Q1 | REDUCED | 66,965 | -1,771 | -2.6% | 1.54% | $4.3M | $60.94 |
| 2023 Q4 | ADDED | 68,736 | +138 | +0.2% | 1.73% | $4.5M | $61.58 |
| 2023 Q3 | REDUCED | 68,598 | -636 | -0.9% | 1.67% | $3.9M | $53.07 |
As of 2025 Q4 — sorted by position size