Flexshares Tr mornstar upstr shares owned by Forza Wealth Management
Quarter-by-quarter ownership of Flexshares Tr mornstar upstr (GUNR) shares owned by Forza Wealth Management
from 13F filings
Historical chart of Forza Wealth Management investment in Flexshares Tr mornstar upstr
Tip: Access up to 7 years of quarterly data
All positions including Flexshares Tr mornstar upstr held by Forza Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Flexshares Tr mornstar upstr by Forza Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $492k | 11k | 43.78 |
| 2025-06-30 | $451k | 11k | 40.11 |
| 2025-03-31 | $436k | 11k | 38.81 |
| 2024-12-31 | $409k | 11k | 36.36 |
| 2024-09-30 | $464k | 11k | 41.25 |
| 2024-06-30 | $481k | 12k | 40.14 |
| 2024-03-31 | $492k | 12k | 41.07 |
| 2023-12-31 | $491k | 12k | 40.95 |
| 2023-09-30 | $485k | 12k | 40.44 |
| 2023-06-30 | $503k | 13k | 40.07 |
| 2023-03-31 | $530k | 13k | 42.29 |
| 2022-12-31 | $545k | 13k | 43.47 |