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Disclosery

Forum Financial Management, LP: DFUV position timeline

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

Forum Financial Management, LP held 1,159,212 DFUV 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 1,159,212 shares
    Change vs previous 13F -14,380 shares

    0.82% of the 13F portfolio, value $63,768,246.

    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 1,173,592 shares
    Change vs previous 13F -17,349 shares

    0.8% of the 13F portfolio, value $56,872,289.

    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 1,190,941 shares
    Change vs previous 13F -9,897 shares

    0.72% of the 13F portfolio, value $55,485,961.

    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 1,200,838 shares
    Change vs previous 13F -5,544 shares

    0.73% of the 13F portfolio, value $53,665,446.

    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 1,206,382 shares
    Change vs previous 13F -8,412 shares

    0.78% of the 13F portfolio, value $51,005,848.

    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 1,214,794 shares
    Change vs previous 13F -112,675 shares

    0.83% of the 13F portfolio, value $50,061,659.

    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 1,327,469 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $54,320,036.

    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).