Forum Financial Management, LP: DFSV position timeline

Forum Financial Management, LP held 134,376 DFSV 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 134,376 shares

   Change vs previous 13F -9,225 shares

   0.07% of the 13F portfolio, value $5,212,414.

   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 143,601 shares

   Change vs previous 13F +3,129 shares

   0.07% of the 13F portfolio, value $5,031,792.

   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 140,472 shares

   Change vs previous 13F -1,294 shares

   0.06% of the 13F portfolio, value $4,620,134.

   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 141,766 shares

   Change vs previous 13F -25,525 shares

   0.06% of the 13F portfolio, value $4,513,832.

   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 167,291 shares

   Change vs previous 13F +85,807 shares

   0.07% of the 13F portfolio, value $4,923,389.

   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 81,484 shares

   Change vs previous 13F +32,194 shares

   0.04% of the 13F portfolio, value $2,293,766.

   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 49,290 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $1,517,146.

   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).