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Disclosery

Forum Financial Management, LP: COP position timeline

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

Forum Financial Management, LP held 5,878 COP 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 5,878 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $611,035.

    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 5,873 shares
    Change vs previous 13F -17,503 shares

    0.01% of the 13F portfolio, value $775,248.

    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 23,376 shares
    Change vs previous 13F -1,209 shares

    0.03% of the 13F portfolio, value $2,188,199.

    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 24,585 shares
    Change vs previous 13F +1,262 shares

    0.03% of the 13F portfolio, value $2,325,497.

    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 23,323 shares
    Change vs previous 13F +342 shares

    0.03% of the 13F portfolio, value $2,092,967.

    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 22,981 shares
    Change vs previous 13F -68 shares

    0.04% of the 13F portfolio, value $2,413,414.

    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 23,049 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,285,770.

    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).