Forum Financial Management, LP: DFIP position timeline

Forum Financial Management, LP held 146,508 DFIP 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 146,508 shares

   Change vs previous 13F -16,851 shares

   0.08% of the 13F portfolio, value $6,044,208.

   13F-HR 0001911832-26-000005 filed by Forum Financial Management, LP
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 163,359 shares

   Change vs previous 13F -704 shares

   0.1% of the 13F portfolio, value $6,815,358.

   13F-HR 0001911832-26-000004 filed by Forum Financial Management, LP
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 164,063 shares

   Change vs previous 13F -76,170 shares

   0.09% of the 13F portfolio, value $6,817,657.

   13F-HR 0001911832-26-000002 filed by Forum Financial Management, LP
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 240,233 shares

   Change vs previous 13F +157,075 shares

   0.14% of the 13F portfolio, value $10,145,059.

   13F-HR 0001911832-25-000010 filed by Forum Financial Management, LP
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 83,158 shares

   Change vs previous 13F -2,640 shares

   0.05% of the 13F portfolio, value $3,476,835.

   13F-HR 0001911832-25-000007 filed by Forum Financial Management, LP
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 85,798 shares

   Change vs previous 13F +3,243 shares

   0.06% of the 13F portfolio, value $3,613,039.

   13F-HR 0001911832-25-000004 filed by Forum Financial Management, LP
   Filed 2025-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F/A 82,555 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $3,342,718.

   13F-HR/A 0001911832-25-000003 filed by Forum Financial Management, LP
   Filed 2025-02-20 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).