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Disclosery

Forum Financial Management, LP: DFAU position timeline

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

Forum Financial Management, LP held 41,354 DFAU 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 41,354 shares
    Change vs previous 13F -27 shares

    0.03% of the 13F portfolio, value $2,137,599.

    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 41,381 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $1,867,097.

    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 41,380 shares
    Change vs previous 13F +4,953 shares

    0.03% of the 13F portfolio, value $1,936,603.

    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 36,427 shares
    Change vs previous 13F +25 shares

    0.02% of the 13F portfolio, value $1,666,903.

    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 36,402 shares
    Change vs previous 13F -7 shares

    0.02% of the 13F portfolio, value $1,541,979.

    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 36,409 shares
    Change vs previous 13F +110 shares

    0.02% of the 13F portfolio, value $1,399,564.

    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 36,299 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,469,739.

    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).