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Disclosery

Forum Financial Management, LP: DE position timeline

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

Forum Financial Management, LP held 12,034 DE 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 12,034 shares
    Change vs previous 13F -77 shares

    0.1% of the 13F portfolio, value $7,633,455.

    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 12,111 shares
    Change vs previous 13F -2,882 shares

    0.1% of the 13F portfolio, value $6,822,266.

    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 14,993 shares
    Change vs previous 13F +8 shares

    0.09% of the 13F portfolio, value $6,980,396.

    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 14,985 shares
    Change vs previous 13F +320 shares

    0.09% of the 13F portfolio, value $6,852,224.

    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 14,665 shares
    Change vs previous 13F -32 shares

    0.11% of the 13F portfolio, value $7,457,175.

    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 14,697 shares
    Change vs previous 13F -9 shares

    0.11% of the 13F portfolio, value $6,898,126.

    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 14,706 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $6,230,940.

    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).