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Value $
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$119M
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Signature - Title
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Geoffrey Weiss - Deputy Compliance Officer
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Location
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Edmond, OK
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Summary
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This page shows a list of all the recent 13F filings made by Forge Financial Services LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Forge Financial Services LLC reported 20 stock holdings with total value $119M as of Q4 2024. Top holdings included CGGO, CGDV, RSP, CGUS, and QQQM.