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Disclosery

Forum Private Client Group LLC: SPIB position timeline

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

Forum Private Client Group LLC held 259,509 SPIB 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 259,509 shares
    Change vs previous 13F +11,324 shares

    2.58% of the 13F portfolio, value $8,683,163.

    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 248,185 shares
    Change vs previous 13F +44,792 shares

    2.77% of the 13F portfolio, value $8,308,227.

    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 203,393 shares
    Change vs previous 13F +20,504 shares

    2.34% of the 13F portfolio, value $6,876,721.

    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 182,889 shares
    Change vs previous 13F +19,104 shares

    2.21% of the 13F portfolio, value $6,198,115.

    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 163,785 shares
    Change vs previous 13F +32,807 shares

    2.12% of the 13F portfolio, value $5,499,901.

    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 130,978 shares
    Change vs previous 13F +6,669 shares

    1.89% of the 13F portfolio, value $4,353,694.

    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 124,309 shares
    Change vs previous 13F +5,210 shares

    1.81% of the 13F portfolio, value $4,072,367.

    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 119,099 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $4,014,833.

    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).