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Livermore
Livermore
ZHEN

Forza Wealth Management, LLC

SEC CIK
0001963030
Latest filing
Jul 17, 2026

PRU holding history

Prudential Financial 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.

PRU overviewAll 13F holders of PRUFull Q2 2026 holdings

Shares (Q2 2026)
5,647
Value
$609.5K
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of PRU by Forza Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,647$609.5K0.2%00.0%UnchangedHolders
Q1 20265,647$551.7K0.2%00.0%UnchangedHolders
Q4 20255,647$637.4K0.2%00.0%UnchangedHolders
Q3 20255,647$585.8K0.2%00.0%UnchangedHolders
Q2 20255,647$606.7K0.2%00.0%UnchangedHolders
Q1 20255,647$630.7K0.3%00.0%UnchangedHolders
Q4 20245,647$669.3K0.3%00.0%UnchangedHolders
Q3 20245,647$683.9K0.3%00.0%UnchangedHolders
Q2 20245,647$661.8K0.3%00.0%UnchangedHolders
Q1 20245,647$663.0K0.3%00.0%UnchangedHolders
Q4 20235,647$585.6K0.3%00.0%UnchangedHolders
Q3 20235,647$535.8K0.3%00.0%UnchangedHolders
Q2 20235,647$498.2K0.3%00.0%UnchangedHolders
Q1 20235,647$467.2K0.2%+909+19.2%AddedHolders
Q4 20224,738$471.2K0.3%–No prior filingHolders