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Disclosery

Forum Private Client Group LLC: USMV position timeline

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

Forum Private Client Group LLC held 17,574 USMV 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 17,574 shares
    Change vs previous 13F -785 shares

    0.5% of the 13F portfolio, value $1,695,223.

    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 18,359 shares
    Change vs previous 13F -1,478 shares

    0.57% of the 13F portfolio, value $1,702,592.

    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 19,837 shares
    Change vs previous 13F -454 shares

    0.64% of the 13F portfolio, value $1,867,834.

    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 20,291 shares
    Change vs previous 13F -358 shares

    0.69% of the 13F portfolio, value $1,930,444.

    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 20,649 shares
    Change vs previous 13F -1,127 shares

    0.75% of the 13F portfolio, value $1,938,341.

    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 21,776 shares
    Change vs previous 13F -890 shares

    0.89% of the 13F portfolio, value $2,039,508.

    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 22,666 shares
    Change vs previous 13F -2,468 shares

    0.9% of the 13F portfolio, value $2,012,527.

    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 25,134 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,294,960.

    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).