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Disclosery

Forum Private Client Group LLC: DFAS position timeline

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

Forum Private Client Group LLC held 298,118 DFAS 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 298,118 shares
    Change vs previous 13F +2,662 shares

    7.31% of the 13F portfolio, value $24,547,015.

    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 295,456 shares
    Change vs previous 13F +6,806 shares

    7% of the 13F portfolio, value $21,018,976.

    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 288,650 shares
    Change vs previous 13F +6,943 shares

    6.85% of the 13F portfolio, value $20,110,265.

    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 281,707 shares
    Change vs previous 13F +7,690 shares

    6.87% of the 13F portfolio, value $19,285,658.

    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 274,017 shares
    Change vs previous 13F +15,684 shares

    6.73% of the 13F portfolio, value $17,457,634.

    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 258,333 shares
    Change vs previous 13F +10,589 shares

    6.7% of the 13F portfolio, value $15,435,397.

    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 247,744 shares
    Change vs previous 13F +8,124 shares

    7.18% of the 13F portfolio, value $16,123,205.

    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 239,620 shares
    Change vs previous 13F not available

    6.9% of the 13F portfolio, value $15,541,779.

    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).