Forge Financial Services LLCETFConcentrated long-term

CIK: 0002055357 | EDMOND, OK

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	36	$1.2B	2026-08-07	SEC ↗
Q1 2026	13F-HR	31	$987.3M	2026-05-08	SEC ↗
Q4 2025	13F-HR	26	$233.9M	2026-02-12	SEC ↗
Q3 2025	13F-HR	22	$213.4M	2025-11-12	SEC ↗
Q2 2025	13F-HR	20	$133.2M	2025-08-11	SEC ↗
Q1 2025	13F-HR	21	$113.3M	2025-05-06	SEC ↗
Q4 2024	13F-HR	20	$119.0M	2025-02-12	SEC ↗