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Forum Financial Management, LP: ET position timeline

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

Forum Financial Management, LP held 392,423 ET 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 392,423 shares
    Change vs previous 13F -9,483 shares

    0.1% of the 13F portfolio, value $7,503,123.

    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 401,906 shares
    Change vs previous 13F -29,042 shares

    0.11% of the 13F portfolio, value $7,756,781.

    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 430,948 shares
    Change vs previous 13F +328,988 shares

    0.09% of the 13F portfolio, value $7,106,340.

    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 101,960 shares
    Change vs previous 13F -17,685 shares

    0.02% of the 13F portfolio, value $1,749,632.

    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 119,645 shares
    Change vs previous 13F +1,744 shares

    0.03% of the 13F portfolio, value $2,169,164.

    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 117,901 shares
    Change vs previous 13F -8,493 shares

    0.04% of the 13F portfolio, value $2,191,773.

    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 126,394 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,476,052.

    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).