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Disclosery

Forward Management, LLC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Forward Management, LLC on SPY, newest first. How the timeline and the estimate are built.

Forward Management, LLC held 0 SPY shares at 2022-12-31 per its 13F-HR filed 2023-01-13.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 0 shares
    Change vs previous 13F -608,621 shares

    13F-HR 0001085146-23-000105 filed by Forward Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2022-09-30
    13F 608,621 shares
    Change vs previous 13F +608,621 shares

    23.96% of the 13F portfolio, value $217,387,000.

    13F-HR 0001085146-22-003740 filed by Forward Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-03-31
    13F 0 shares
    Change vs previous 13F -720,647 shares

    13F-HR 0001085146-22-001639 filed by Forward Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2021-12-31
    13F 720,647 shares
    Change vs previous 13F +187,419 shares

    32.98% of the 13F portfolio, value $342,278,000.

    13F-HR 0001085146-22-000505 filed by Forward Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-09-30
    13F 533,228 shares
    Change vs previous 13F -192,856 shares

    24.44% of the 13F portfolio, value $228,830,000.

    13F-HR 0001085146-21-003017 filed by Forward Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-06-30
    13F 726,084 shares
    Change vs previous 13F +154,841 shares

    34.23% of the 13F portfolio, value $310,807,000.

    13F-HR 0001085146-21-002253 filed by Forward Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-03-31
    13F 571,243 shares
    Change vs previous 13F not available

    45.79% of the 13F portfolio, value $226,400,000.

    13F-HR 0001085146-21-001549 filed by Forward Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).