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Disclosery

Forum Financial Management, LP: DFGP position timeline

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

Forum Financial Management, LP held 6,807,681 DFGP 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 6,807,681 shares
    Change vs previous 13F +267,318 shares

    4.76% of the 13F portfolio, value $370,746,285.

    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 6,540,363 shares
    Change vs previous 13F +279,412 shares

    5% of the 13F portfolio, value $353,114,193.

    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 6,260,951 shares
    Change vs previous 13F +219,499 shares

    4.4% of the 13F portfolio, value $338,529,645.

    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 6,041,452 shares
    Change vs previous 13F +139,155 shares

    4.59% of the 13F portfolio, value $335,723,473.

    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 5,902,297 shares
    Change vs previous 13F +286,077 shares

    4.89% of the 13F portfolio, value $321,616,138.

    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 5,616,220 shares
    Change vs previous 13F +179,321 shares

    4.97% of the 13F portfolio, value $300,074,632.

    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 5,436,899 shares
    Change vs previous 13F not available

    4.76% of the 13F portfolio, value $287,231,356.

    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).