Ownership history in ForthRight Wealth Management, LLC · 10 quarters on record
This page tracks every 13F SEC filing in which ForthRight Wealth Management, LLC reported a position in HARTFORD FDS EXCHANGE TRADED (TRPA). 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 | 116,251 | -24,941 | -17.7% | 1.30% | $4.5M | $38.60 |
| 2025 Q3 | REDUCED | 141,192 | -6,083 | -4.1% | 1.60% | $5.5M | $38.07 |
| 2025 Q2 | REDUCED | 147,275 | -55,049 | -27.2% | 1.79% | $5.7M | $37.53 |
| 2025 Q1 | ADDED | 202,324 | +7,635 | +3.9% | 2.63% | $7.9M | $36.98 |
| 2024 Q4 | ADDED | 194,689 | +10,117 | +5.5% | 2.53% | $7.6M | $36.59 |
| 2024 Q3 | ADDED | 184,572 | +101,873 | +123.2% | 2.40% | $7.2M | $35.97 |
| 2024 Q2 | ADDED | 82,699 | +34,162 | +70.4% | 1.16% | $3.2M | $35.35 |
| 2024 Q1 | ADDED | 48,537 | +8,412 | +21.0% | 0.68% | $1.9M | $34.78 |
| 2023 Q4 | ADDED | 40,125 | +16,120 | +67.2% | 0.61% | $1.6M | $34.38 |
| 2023 Q3 | INITIATED | 24,005 | — | — | 0.39% | $914K | — |
As of 2025 Q4 — sorted by position size