Forza Wealth Management, LLC
- SEC CIK
- 0001963030
- Latest filing
- Jul 17, 2026
ECG holding history
Everus Construction Group, Inc. in every 13F filed by Forza Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ECG overviewAll 13F holders of ECGFull Q2 2026 holdings
- Shares (Q2 2026)
- 5,116
- Value
- $849.0K
- % of portfolio
- 0.3%
- Quarters held
- 6
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 5,116 | $849.0K | 0.3% | 00.0% | Unchanged | Holders |
| Q1 2026 | 5,116 | $604.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2025 | 5,116 | $437.7K | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2025 | 5,116 | $438.7K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2025 | 5,116 | $325.0K | 0.1% | +5,116 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −5,116−100.0% | Sold out | Holders |
| Q4 2024 | 5,116 | $336.4K | 0.2% | +5,116 | New | Holders |