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Wealth Forward, LLC → ALRS

Wealth Forward, LLC ALRS Position History

Alerus Financial Corporation

Quarters held
5
Latest value
$1.6M
Q3 2026
Peak value
$1.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.1M
Q4 2025$1.1M
Q1 2026$1.2M
Q2 2026$1.6M
Q3 2026$1.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.6M50.3K——
Q2 2026$1.6M50.3K——
Q1 2026$1.2M50.3K——
Q4 2025$1.1M50.3K——
Q3 2025$1.1M50.3K——

Other funds holding ALRS

Other Wealth Forward, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$40.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$30.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$23M
ETHA

ISHARES TR

$21.8M
IVZ

INVESCO EXCHANGE TRADED FD T

$21.1M
ETHA

ISHARES TR

$20.3M
ETHA

ISHARES TR

$19.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$19.3M