Forge Financial Services LLC
13F Portfolio Filings
Most recent 13F Q4 2025Location edmond, OKCIK 0002055357All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
26 | $233.88M | BUFZ, CGGO, CGDV, CGUS | 13F-HR | Feb 12, 2026 | 000205535726000001 | ||
22 | $213.43M | BUFZ, CGGO, CGDV, CGUS | 13F-HR | Nov 12, 2025 | 000205535725000002 | ||
20 | $133.21M | CGGO, CGDV, RSP, CGUS | 13F-HR | Aug 11, 2025 | 000108514625004792 | ||
21 | $113.25M | CGGO, CGDV, RSP, CGUS | 13F-HR | May 6, 2025 | 000108514625002634 | ||
20 | $119.01M | CGGO, CGDV, RSP, CGUS | 13F-HR | Feb 12, 2025 | 000108514625001088 |