Skip to content
Disclosery

Forum Private Client Group LLC: VOE position timeline

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

Forum Private Client Group LLC held 2,263 VOE 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 2,263 shares
    Change vs previous 13F +36 shares

    0.13% of the 13F portfolio, value $447,215.

    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 2,227 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $410,435.

    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 2,227 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $394,978.

    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 2,227 shares
    Change vs previous 13F +1 shares

    0.14% of the 13F portfolio, value $388,773.

    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 2,226 shares
    Change vs previous 13F +7 shares

    0.14% of the 13F portfolio, value $366,158.

    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 2,219 shares
    Change vs previous 13F -8 shares

    0.15% of the 13F portfolio, value $356,307.

    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 2,227 shares
    Change vs previous 13F -256 shares

    0.16% of the 13F portfolio, value $360,204.

    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 2,483 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $416,355.

    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).