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Forza Wealth Management, LLC

SEC CIK
0001963030
Latest filing
Jul 17, 2026

TAP holding history

Molson Coors Beverage Co 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.

TAP overviewAll 13F holders of TAPFull Q2 2026 holdings

Shares (Q2 2026)
10,069
Value
$392.3K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of TAP by Forza Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,069$392.3K0.1%−400−3.8%ReducedHolders
Q1 202610,469$450.8K0.2%−700−6.3%ReducedHolders
Q4 202511,169$521.4K0.2%−9,380−45.6%ReducedHolders
Q3 202520,549$929.8K0.4%−2,011−8.9%ReducedHolders
Q2 202522,560$1.08M0.4%−130−0.6%ReducedHolders
Q1 202522,690$1.38M0.6%+45+0.2%AddedHolders
Q4 202422,645$1.30M0.6%−100−0.4%ReducedHolders
Q3 202422,745$1.31M0.6%00.0%UnchangedHolders
Q2 202422,745$1.16M0.6%+800+3.6%AddedHolders
Q1 202421,945$1.48M0.8%−400−1.8%ReducedHolders
Q4 202322,345$1.37M0.8%+6,500+41.0%AddedHolders
Q3 202315,845$1.01M0.5%−150−0.9%ReducedHolders
Q2 202315,995$1.05M0.5%+55+0.3%AddedHolders
Q1 202315,940$823.8K0.4%+200+1.3%AddedHolders
Q4 202215,740$810.9K0.5%–No prior filingHolders