SEC 13F Intelligence

Forefront Wealth Partners, LLC / LVHI

Forefront Wealth Partners, LLC’s Legg Mason Etf Invt Position

Does Forefront Wealth Partners, LLC own Legg Mason Etf Invt (LVHI)? Yes — 174.7K shares worth $7M (+2.96% of its 13F portfolio) as of Q1 2026, up from 165.0K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
174.7K
% of Portfolio
+2.96%
Quarters Held
5
currently held

Position History LVHI

Reported value by quarter
Q1 ’25: $2MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026174.7K$7M+2.96%
Q4 2025165.0K$6M+2.88%
Q3 2025138.1K$5M+1.21%
Q2 202585.6K$3M+1.83%
Q1 202555.1K$2M+1.21%

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