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Disclosery

Forum Private Client Group LLC: FPEI position timeline

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

Forum Private Client Group LLC held 29,889 FPEI 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 29,889 shares
    Change vs previous 13F -106 shares

    0.17% of the 13F portfolio, value $576,550.

    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 29,995 shares
    Change vs previous 13F -35 shares

    0.19% of the 13F portfolio, value $569,907.

    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 30,030 shares
    Change vs previous 13F -3,269 shares

    0.2% of the 13F portfolio, value $582,281.

    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 33,299 shares
    Change vs previous 13F +288 shares

    0.23% of the 13F portfolio, value $643,997.

    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 33,011 shares
    Change vs previous 13F -3,300 shares

    0.24% of the 13F portfolio, value $626,881.

    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 36,311 shares
    Change vs previous 13F +121 shares

    0.29% of the 13F portfolio, value $679,018.

    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 36,190 shares
    Change vs previous 13F -1,788 shares

    0.3% of the 13F portfolio, value $676,756.

    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 37,978 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $724,244.

    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).