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 BNY MELLON ETF TRUST (BKLC). 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 | 35,366 | -36 | -0.1% | 2.61% | $4.6M | $130.80 |
| 2025 Q3 | ADDED | 35,402 | +15,170 | +75.0% | 2.64% | $4.5M | $127.68 |
| 2025 Q2 | REDUCED | 20,232 | -16 | -0.1% | 1.61% | $2.4M | $117.45 |
| 2025 Q1 | ADDED | 20,248 | +122 | +0.6% | 1.53% | $2.2M | $105.11 |
| 2024 Q4 | ADDED | 20,126 | +3,474 | +20.9% | 1.59% | $2.3M | $110.79 |
| 2024 Q3 | ADDED | 16,652 | +5,059 | +43.6% | 1.28% | $1.8M | $107.64 |
| 2024 Q2 | REDUCED | 11,593 | -319 | -2.7% | 0.94% | $1.2M | $101.63 |
| 2024 Q1 | ADDED | 11,912 | +147 | +1.2% | 0.94% | $1.2M | $97.41 |
| 2023 Q4 | INITIATED | 11,765 | — | — | 0.90% | $1.1M | — |
As of 2025 Q4 — sorted by position size