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Forum Private Client Group LLC: VTEB position timeline

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

Forum Private Client Group LLC held 40,973 VTEB 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 40,973 shares
    Change vs previous 13F +1,260 shares

    0.62% of the 13F portfolio, value $2,072,407.

    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 39,713 shares
    Change vs previous 13F +4,772 shares

    0.66% of the 13F portfolio, value $1,981,276.

    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 34,941 shares
    Change vs previous 13F +2,707 shares

    0.6% of the 13F portfolio, value $1,757,176.

    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 32,234 shares
    Change vs previous 13F +3,267 shares

    0.58% of the 13F portfolio, value $1,613,966.

    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 28,967 shares
    Change vs previous 13F +3,634 shares

    0.55% of the 13F portfolio, value $1,420,231.

    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 25,333 shares
    Change vs previous 13F +2,084 shares

    0.55% of the 13F portfolio, value $1,257,044.

    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 23,249 shares
    Change vs previous 13F +2,023 shares

    0.5% of the 13F portfolio, value $1,129,332.

    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 21,226 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,085,056.

    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).