Ownership history in Wealth Forward, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Wealth Forward, LLC reported a position in ALERUS FINL CORP (ALRS). 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 | UNCHANGED | 50,279 | — | 0% | 0.64% | $1.1M | $22.52 |
| 2025 Q3 | UNCHANGED | 50,279 | — | 0% | 0.65% | $1.1M | $21.93 |
| 2025 Q2 | UNCHANGED | 50,279 | — | 0% | 0.73% | $1.1M | $21.24 |
| 2025 Q1 | UNCHANGED | 50,279 | — | 0% | 0.66% | $928K | $17.94 |
| 2024 Q4 | UNCHANGED | 50,279 | — | 0% | 0.68% | $967K | $18.50 |
| 2024 Q3 | REDUCED | 50,279 | -5,200 | -9.4% | 0.81% | $1.2M | $21.77 |
| 2024 Q2 | UNCHANGED | 55,479 | — | 0% | 0.85% | $1.1M | $18.49 |
| 2024 Q1 | UNCHANGED | 55,479 | — | 0% | 0.95% | $1.2M | $20.36 |
| 2023 Q4 | INITIATED | 55,479 | — | — | 1.05% | $1.2M | — |
As of 2025 Q4 — sorted by position size