Number of Shares
315,045
Previous 290,328 8.51%
Holding current value
$12 Billion
Previous $10.3 Billion 15.7%
% of portfolio
5.61%
Previous 7.77%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

BUY
N/A
24,717 Added 8.51%
315,045 $12 Billion
Q2 2025

Aug 11, 2025

BUY
N/A
38,945 Added 15.49%
290,328 $10.3 Billion
Q1 2025

May 06, 2025

BUY
N/A
10,219 Added 4.24%
251,383 $8.11 Billion
Q4 2024

Feb 12, 2025

BUY
N/A
241,164 New
241,164 $8.25 Billion
Track This Portfolio

Track Forge Financial Services LLC Portfolio

Follow Forge Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forge Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forge Financial Services LLC with notifications on news.