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Forum Private Client Group LLC: DFAI position timeline

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

Forum Private Client Group LLC held 702,969 DFAI 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 702,969 shares
    Change vs previous 13F +65,186 shares

    8.63% of the 13F portfolio, value $28,997,456.

    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 637,783 shares
    Change vs previous 13F +62,403 shares

    8.29% of the 13F portfolio, value $24,890,117.

    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 575,380 shares
    Change vs previous 13F +47,831 shares

    7.47% of the 13F portfolio, value $21,927,732.

    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 527,549 shares
    Change vs previous 13F +36,424 shares

    6.83% of the 13F portfolio, value $19,176,406.

    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 491,125 shares
    Change vs previous 13F +37,260 shares

    6.54% of the 13F portfolio, value $16,978,206.

    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 453,865 shares
    Change vs previous 13F +30,692 shares

    6.15% of the 13F portfolio, value $14,174,217.

    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 423,173 shares
    Change vs previous 13F +32,175 shares

    5.5% of the 13F portfolio, value $12,356,652.

    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 390,998 shares
    Change vs previous 13F not available

    5.52% of the 13F portfolio, value $12,425,928.

    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).