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Forum Private Client Group LLC: DFAU position timeline

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

Forum Private Client Group LLC held 38,273 DFAU 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 38,273 shares
    Change vs previous 13F +2,446 shares

    0.59% of the 13F portfolio, value $1,978,313.

    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 35,827 shares
    Change vs previous 13F +4,160 shares

    0.54% of the 13F portfolio, value $1,616,495.

    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 31,667 shares
    Change vs previous 13F +693 shares

    0.51% of the 13F portfolio, value $1,482,032.

    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 30,974 shares
    Change vs previous 13F -320 shares

    0.5% of the 13F portfolio, value $1,417,367.

    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 31,294 shares
    Change vs previous 13F -1,306 shares

    0.51% of the 13F portfolio, value $1,325,604.

    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 32,600 shares
    Change vs previous 13F +2,381 shares

    0.54% of the 13F portfolio, value $1,253,135.

    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 30,219 shares
    Change vs previous 13F -5,766 shares

    0.54% of the 13F portfolio, value $1,223,555.

    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 35,985 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,428,243.

    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).