SEC 13F Intelligence

Forefront Wealth Management Inc. / NJR

Forefront Wealth Management Inc.’s New Jersey Res Corp Position

Does Forefront Wealth Management Inc. own New Jersey Res Corp (NJR)? Not currently — the last reported position was 17.7K shares worth $720,201 in Q3 2023; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$720,201
Q3 2023
Shares
17.7K
% of Portfolio
+1.01%
Quarters Held
5
position exited

Position History NJR

Reported value by quarter
Q3 ’22: $689,000Q3 ’22Q4 ’22: $885,987Q4 ’22Q1 ’23: $953,261Q1 ’23Q2 ’23: $836,150Q2 ’23Q3 ’23: $720,201Q3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202317.7K$720,201+1.01%
Q2 202317.7K$836,150+1.11%
Q1 202317.9K$953,261+1.25%
Q4 202217.9K$885,987+1.19%
Q3 202217.8K$689,000+0.96%

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 NJR.