Skip to content
Disclosery

Forum Financial Management, LP: DHR position timeline

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

Forum Financial Management, LP held 2,811 DHR 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 2,811 shares
    Change vs previous 13F +125 shares

    0.01% of the 13F portfolio, value $535,440.

    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 2,686 shares
    Change vs previous 13F -7,632 shares

    0.01% of the 13F portfolio, value $509,265.

    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 10,318 shares
    Change vs previous 13F +383 shares

    0.03% of the 13F portfolio, value $2,361,997.

    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 9,935 shares
    Change vs previous 13F -265 shares

    0.03% of the 13F portfolio, value $1,969,713.

    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 10,200 shares
    Change vs previous 13F +2,340 shares

    0.03% of the 13F portfolio, value $2,014,908.

    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 7,860 shares
    Change vs previous 13F -342 shares

    0.03% of the 13F portfolio, value $1,611,300.

    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 8,202 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,882,769.

    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).