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Disclosery

Forum Financial Management, LP: DFUS position timeline

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

Forum Financial Management, LP held 1,145,416 DFUS 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 1,145,416 shares
    Change vs previous 13F -25,919 shares

    1.21% of the 13F portfolio, value $93,855,390.

    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 1,171,335 shares
    Change vs previous 13F -25,580 shares

    1.18% of the 13F portfolio, value $83,059,391.

    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 1,196,915 shares
    Change vs previous 13F -15,169 shares

    1.15% of the 13F portfolio, value $88,775,170.

    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 1,212,084 shares
    Change vs previous 13F -7,546 shares

    1.2% of the 13F portfolio, value $87,803,401.

    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 1,219,630 shares
    Change vs previous 13F -12,816 shares

    1.24% of the 13F portfolio, value $81,739,609.

    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 1,232,446 shares
    Change vs previous 13F -29,040 shares

    1.23% of the 13F portfolio, value $74,538,356.

    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 1,261,486 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $80,419,721.

    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).