SEC 13F Intelligence

Forefront Wealth Management Inc. / DFSEUR

Forefront Wealth Management Inc.’s Discover Finl Svcs Position

Does Forefront Wealth Management Inc. own Discover Finl Svcs (DFSEUR)? Not currently — the last reported position was 14.3K shares worth $2M in Q2 2023; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$2M
Q2 2023
Shares
14.3K
% of Portfolio
+2.21%
Quarters Held
7
position exited

Position History DFSEUR

Reported value by quarter
Q4 ’21: $3MQ4 ’21Q1 ’22: $2MQ1 ’22Q2 ’22: $1MQ2 ’22Q3 ’22: $1MQ3 ’22Q4 ’22: $1MQ4 ’22Q1 ’23: $1MQ1 ’23Q2 ’23: $2MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202314.3K$2M+2.21%
Q1 202314.3K$1M+1.85%
Q4 202214.3K$1M+1.88%
Q3 202214.3K$1M+1.81%
Q2 202214.3K$1M+1.82%
Q1 202214.5K$2M+1.58%
Q4 202128.2K$3M+3.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Forefront Wealth Management Inc.’s full portfolio or all institutional holders of DFSEUR.