Elser Financial Planning’s Forian FORA Stock Holding History

Elser Financial Planning’s Portfolio FORA Stock Details FORA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-402,972	Closed	-$834K	–	130
2026 Q1	$834K	Buy	+402,972	New	+$842K	0.04%	54
2025 Q1	–	Sell	-558,617	Closed	-$1.15M	–	86
2024 Q4	$1.15M	Buy	+558,617	New	+$1.16M	0.07%	34
2024 Q3	–	Sell	-711,406	Closed	-$1.89M	–	86
2024 Q2	$1.89M	Buy	+711,406	New	+$1.93M	0.31%	26

Other funds holding FORA

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Elser Financial Planning's FORA Position: Q2 2026 in Review

Elser Financial Planning sold out of Forian (FORA) in Q2 2026, closing a stake of 402,972 shares — an estimated $834K sold.

Elser Financial Planning first reported a position in FORA in Q2 2024 and held it in 3 quarters. The position peaked at $1.89M in Q2 2024. 1 fund tracked by Wall St. Rank holds FORA as of Q2 2026.

Elser Financial Planning reported no remaining Forian position as of Q2 2026 after selling out during the quarter.
Elser Financial Planning sold 402,972 Forian shares in Q2 2026, an estimated $834K.
Elser Financial Planning first reported a position in Forian in Q2 2024 and held it in 3 quarters.
Elser Financial Planning's Forian position peaked at $1.89M in Q2 2024.
1 fund tracked by Wall St. Rank held Forian as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.