Skip to content
Disclosery

Forum Financial Management, LP: DFAC position timeline

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

Forum Financial Management, LP held 42,594,541 DFAC 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 42,594,541 shares
    Change vs previous 13F +265,898 shares

    24.27% of the 13F portfolio, value $1,889,493,844.

    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 42,328,643 shares
    Change vs previous 13F +1,259,943 shares

    23.27% of the 13F portfolio, value $1,644,891,054.

    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 41,068,700 shares
    Change vs previous 13F +1,029,990 shares

    21.15% of the 13F portfolio, value $1,625,909,843.

    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 40,038,710 shares
    Change vs previous 13F +1,142,049 shares

    21.13% of the 13F portfolio, value $1,544,293,039.

    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 38,896,661 shares
    Change vs previous 13F +1,100,537 shares

    21.21% of the 13F portfolio, value $1,394,056,335.

    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 37,796,124 shares
    Change vs previous 13F +220,622 shares

    20.64% of the 13F portfolio, value $1,246,894,138.

    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 37,575,502 shares
    Change vs previous 13F not available

    21.53% of the 13F portfolio, value $1,299,736,615.

    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).