Skip to content
Disclosery

Forum Private Client Group LLC: DFGR position timeline

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

Forum Private Client Group LLC held 221,089 DFGR 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 221,089 shares
    Change vs previous 13F +9,742 shares

    1.91% of the 13F portfolio, value $6,404,961.

    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 211,347 shares
    Change vs previous 13F +19,084 shares

    1.87% of the 13F portfolio, value $5,618,313.

    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 192,263 shares
    Change vs previous 13F +23,015 shares

    1.73% of the 13F portfolio, value $5,079,581.

    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 169,248 shares
    Change vs previous 13F +13,161 shares

    1.65% of the 13F portfolio, value $4,622,165.

    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 156,087 shares
    Change vs previous 13F +12,812 shares

    1.61% of the 13F portfolio, value $4,187,823.

    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 143,275 shares
    Change vs previous 13F +31,218 shares

    1.63% of the 13F portfolio, value $3,762,398.

    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 112,057 shares
    Change vs previous 13F +26,542 shares

    1.27% of the 13F portfolio, value $2,861,932.

    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 85,515 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $2,467,966.

    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).