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Disclosery

Forum Private Client Group LLC: DFAR position timeline

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

Forum Private Client Group LLC held 37,909 DFAR 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 37,909 shares
    Change vs previous 13F -3,146 shares

    0.3% of the 13F portfolio, value $991,709.

    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 41,055 shares
    Change vs previous 13F -2,157 shares

    0.32% of the 13F portfolio, value $971,959.

    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 43,212 shares
    Change vs previous 13F -809 shares

    0.34% of the 13F portfolio, value $989,600.

    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 44,021 shares
    Change vs previous 13F -5,454 shares

    0.37% of the 13F portfolio, value $1,049,911.

    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 49,475 shares
    Change vs previous 13F -4,367 shares

    0.45% of the 13F portfolio, value $1,160,682.

    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 53,842 shares
    Change vs previous 13F -8,162 shares

    0.56% of the 13F portfolio, value $1,279,832.

    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 62,004 shares
    Change vs previous 13F -15,273 shares

    0.64% of the 13F portfolio, value $1,442,829.

    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 77,277 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,981,383.

    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).