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Disclosery

Forum Financial Management, LP: DFAT position timeline

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

Forum Financial Management, LP held 10,383,581 DFAT 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 10,383,581 shares
    Change vs previous 13F +34,003 shares

    9.32% of the 13F portfolio, value $725,812,346.

    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 10,349,578 shares
    Change vs previous 13F +142,102 shares

    9.14% of the 13F portfolio, value $646,331,117.

    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 10,207,476 shares
    Change vs previous 13F +454,334 shares

    7.91% of the 13F portfolio, value $607,753,121.

    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 9,753,142 shares
    Change vs previous 13F +399,577 shares

    7.77% of the 13F portfolio, value $567,730,394.

    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 9,353,565 shares
    Change vs previous 13F +476,529 shares

    7.68% of the 13F portfolio, value $504,718,374.

    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 8,877,036 shares
    Change vs previous 13F -67,926 shares

    7.57% of the 13F portfolio, value $457,078,593.

    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 8,944,962 shares
    Change vs previous 13F not available

    8.25% of the 13F portfolio, value $497,876,577.

    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).