Forefront Wealth Management Inc.
- SEC CIK
- 0001904828
- Latest filing
- Jan 23, 2026
DFS holding history
Discover Financial Services in every 13F filed by Forefront Wealth Management Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
DFS overviewAll 13F holders of DFSFull Q4 2025 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −14,341−100.0% | Sold out | Holders |
| Q2 2023 | 14,341 | $1.68M | 2.2% | +29+0.2% | Added | Holders |
| Q1 2023 | 14,312 | $1.41M | 1.8% | +29+0.2% | Added | Holders |
| Q4 2022 | 14,283 | $1.40M | 1.9% | −18−0.1% | Reduced | Holders |
| Q3 2022 | 14,301 | $1.30M | 1.8% | +21+0.1% | Added | Holders |
| Q2 2022 | 14,280 | $1.35M | 1.8% | −260−1.8% | Reduced | Holders |
| Q1 2022 | 14,540 | $1.60M | 1.6% | −13,692−48.5% | Reduced | Holders |
| Q4 2021 | 28,232 | $3.26M | 3.1% | – | No prior filing | Holders |