Forum Financial Management, LP: FTNT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Forum Financial Management, LP on FTNT, newest first. How the timeline and the estimate are built.
Forum Financial Management, LP held 3,488 FTNT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 3,488 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $535,827.
13F-HR 0001911832-26-000005 filed by Forum Financial Management, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,488 sharesChange vs previous 13F -4,990 shares
<0.01% of the 13F portfolio, value $285,040.
13F-HR 0001911832-26-000004 filed by Forum Financial Management, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,478 sharesChange vs previous 13F +46 shares
0.01% of the 13F portfolio, value $673,261.
13F-HR 0001911832-26-000002 filed by Forum Financial Management, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,432 sharesChange vs previous 13F +56 shares
0.01% of the 13F portfolio, value $708,987.
13F-HR 0001911832-25-000010 filed by Forum Financial Management, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,376 sharesChange vs previous 13F +5 shares
0.01% of the 13F portfolio, value $885,541.
13F-HR 0001911832-25-000007 filed by Forum Financial Management, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,371 sharesChange vs previous 13F +2 shares
0.01% of the 13F portfolio, value $805,820.
13F-HR 0001911832-25-000004 filed by Forum Financial Management, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 8,369 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $790,730.
13F-HR/A 0001911832-25-000003 filed by Forum Financial Management, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).