Wealth Forward LLC
ALRS icon

Wealth Forward LLC’s Alerus Financial ALRS Stock Holding History

Wealth Forward LLC’s Portfolio ALRS Stock Details ALRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.59M Hold
50,279
– – 0.72% 25
2026
Q2 		$1.56M Hold
50,279
– – 0.78% 18
2026
Q1 		$1.19M Hold
50,279
– – 0.67% 19
2025
Q4 		$1.13M Hold
50,279
– – 0.64% 20
2025
Q3 		$1.11M Hold
50,279
– – 0.65% 20
2025
Q2 		$1.09M Hold
50,279
– – 0.73% 17
2025
Q1 		$928K Hold
50,279
– – 0.66% 16
2024
Q4 		$967K Hold
50,279
– – 0.68% 16
2024
Q3 		$1.15M Sell
50,279
-5,200
-9% -$111K 0.81% 15
2024
Q2 		$1.09M Hold
55,479
– – 0.85% 15
2024
Q1 		$1.21M Hold
55,479
– – 0.95% 14
2023
Q4 		$1.24M Buy
+55,479
New +$1.05M 1.05% 14

Other funds holding ALRS

MI
M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
Sippican Capital Advisors
Sippican Capital Advisors Boston, Massachusetts $150M AUM 15.67% 1-Year Est. Return
Fortress Financial Group
Fortress Financial Group Rochester, Minnesota $205M AUM 15.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
First PREMIER Bank
First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
Freedom Financial Partners
Freedom Financial Partners Oakdale, Minnesota $305M AUM 12.88% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Wealth Forward LLC's ALRS Position: Q3 2026 in Review

Wealth Forward LLC held its Alerus Financial (ALRS) position steady in Q3 2026 at 50,279 shares worth $1.59M. The position accounts for 0.72% of the portfolio, ranked #25.

Wealth Forward LLC first reported a position in ALRS in Q4 2023 and has held it in 12 quarters since. 31 funds tracked by Wall St. Rank hold ALRS as of Q3 2026.

  • Wealth Forward LLC held 50,279 shares of Alerus Financial worth $1.59M as of Q3 2026.
  • Wealth Forward LLC left its Alerus Financial share count unchanged in Q3 2026.
  • Alerus Financial made up 0.72% of Wealth Forward LLC's portfolio in Q3 2026, its #25 holding.
  • Wealth Forward LLC first reported a position in Alerus Financial in Q4 2023 and has held it in 12 quarters since.
  • 31 funds tracked by Wall St. Rank held Alerus Financial as of Q3 2026.

Based on Wealth Forward LLC's 13F filing for Q3 2026, filed 14 Oct 2026.