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Disclosery

Forum Financial Management, LP: DFIC position timeline

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

Forum Financial Management, LP held 16,467,379 DFIC 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 16,467,379 shares
    Change vs previous 13F +245,205 shares

    7.88% of the 13F portfolio, value $613,574,556.

    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 16,222,174 shares
    Change vs previous 13F -313,991 shares

    8.15% of the 13F portfolio, value $576,373,846.

    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 16,536,165 shares
    Change vs previous 13F -13,519 shares

    7.41% of the 13F portfolio, value $569,836,249.

    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 16,549,684 shares
    Change vs previous 13F +572,083 shares

    7.43% of the 13F portfolio, value $542,664,124.

    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 15,977,601 shares
    Change vs previous 13F -250,480 shares

    7.56% of the 13F portfolio, value $496,743,602.

    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 16,228,081 shares
    Change vs previous 13F -123,163 shares

    7.46% of the 13F portfolio, value $450,653,815.

    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 16,351,244 shares
    Change vs previous 13F not available

    7% of the 13F portfolio, value $422,597,915.

    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).