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Disclosery

Forum Financial Management, LP: ALL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Forum Financial Management, LP on ALL, newest first. How the timeline and the estimate are built.

Forum Financial Management, LP held 10,796 ALL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,796 shares
    Change vs previous 13F -565 shares

    0.03% of the 13F portfolio, value $2,568,763.

    13F-HR 0001911832-26-000005 filed by Forum Financial Management, LP
    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 11,361 shares
    Change vs previous 13F -4,956 shares

    0.03% of the 13F portfolio, value $2,355,627.

    13F-HR 0001911832-26-000004 filed by Forum Financial Management, LP
    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 16,317 shares
    Change vs previous 13F -4,878 shares

    0.04% of the 13F portfolio, value $3,396,360.

    13F-HR 0001911832-26-000002 filed by Forum Financial Management, LP
    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 21,195 shares
    Change vs previous 13F +938 shares

    0.06% of the 13F portfolio, value $4,549,423.

    13F-HR 0001911832-25-000010 filed by Forum Financial Management, LP
    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 20,257 shares
    Change vs previous 13F +2,504 shares

    0.06% of the 13F portfolio, value $4,078,002.

    13F-HR 0001911832-25-000007 filed by Forum Financial Management, LP
    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 17,753 shares
    Change vs previous 13F +17,753 shares

    0.06% of the 13F portfolio, value $3,676,123.

    13F-HR 0001911832-25-000004 filed by Forum Financial Management, LP
    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/A 0 shares
    Change vs previous 13F not available

    13F-HR/A 0001911832-25-000003 filed by Forum Financial Management, LP
    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.