FORM Wealth Advisors, LLC

SEC CIK: 0002053294
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

RFI holding history

Cohen & Steers Total Return Realty Fund Inc in every 13F filed by FORM Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RFI overview All 13F holders of RFI Full Q2 2026 holdings

Shares (Q2 2025): 10,951
Value: $132.1K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2025

Holdings of RFI by FORM Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	–	–	–	–	Not filed	Holders
Q2 2025	10,951	$132.1K	<0.1%	+143+1.3%	Added	Holders
Q1 2025	10,808	$130.7K	<0.1%	–	No prior filing	Holders