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Forum Private Client Group LLC: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Forum Private Client Group LLC on DFAE, newest first. How the timeline and the estimate are built.

Forum Private Client Group LLC held 340,859 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 340,859 shares
    Change vs previous 13F +23,806 shares

    4.08% of the 13F portfolio, value $13,705,949.

    13F-HR 0001104659-26-094652 filed by Forum Private Client Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 317,053 shares
    Change vs previous 13F +19,443 shares

    3.59% of the 13F portfolio, value $10,767,105.

    13F-HR 0001104659-26-059955 filed by Forum Private Client Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 297,610 shares
    Change vs previous 13F +15,659 shares

    3.3% of the 13F portfolio, value $9,693,143.

    13F-HR 0001104659-26-011360 filed by Forum Private Client Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 281,951 shares
    Change vs previous 13F +7,238 shares

    3.17% of the 13F portfolio, value $8,889,927.

    13F-HR 0001104659-25-106772 filed by Forum Private Client Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 274,713 shares
    Change vs previous 13F +22,699 shares

    3.07% of the 13F portfolio, value $7,952,941.

    13F-HR 0001104659-25-076755 filed by Forum Private Client Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 252,014 shares
    Change vs previous 13F +10,603 shares

    2.83% of the 13F portfolio, value $6,524,635.

    13F-HR 0001104659-25-043129 filed by Forum Private Client Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 241,411 shares
    Change vs previous 13F +4,578 shares

    2.73% of the 13F portfolio, value $6,124,603.

    13F-HR 0001104659-25-012577 filed by Forum Private Client Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 236,833 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $6,491,580.

    13F-HR 0001104659-24-116620 filed by Forum Private Client Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).