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Forza Wealth Management, LLC

SEC CIK
0001963030
Latest filing
Jul 17, 2026

NTAP holding history

NetApp, 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.

NTAP overviewAll 13F holders of NTAPFull Q2 2026 holdings

Shares (Q2 2026)
9,531
Value
$1.48M
% of portfolio
0.5%
Quarters held
15
Since Q4 2022
Holdings of NTAP by Forza Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,531$1.48M0.5%−300−3.1%ReducedHolders
Q1 20269,831$1.01M0.4%+152+1.6%AddedHolders
Q4 20259,679$1.04M0.4%+902+10.3%AddedHolders
Q3 20258,777$1.04M0.4%+247+2.9%AddedHolders
Q2 20258,530$908.9K0.4%+514+6.4%AddedHolders
Q1 20258,016$704.1K0.3%+53+0.7%AddedHolders
Q4 20247,963$924.3K0.4%+83+1.1%AddedHolders
Q3 20247,880$973.3K0.4%+1,034+15.1%AddedHolders
Q2 20246,846$881.8K0.5%00.0%UnchangedHolders
Q1 20246,846$718.6K0.4%00.0%UnchangedHolders
Q4 20236,846$603.5K0.3%00.0%UnchangedHolders
Q3 20236,846$519.5K0.3%00.0%UnchangedHolders
Q2 20236,846$523.0K0.3%00.0%UnchangedHolders
Q1 20236,846$437.1K0.2%+1,238+22.1%AddedHolders
Q4 20225,608$336.8K0.2%–No prior filingHolders