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Disclosery

Forum Financial Management, LP: GOOGL position timeline

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

Forum Financial Management, LP held 96,162 GOOGL 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 96,162 shares
    Change vs previous 13F +726 shares

    0.44% of the 13F portfolio, value $34,365,306.

    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 95,436 shares
    Change vs previous 13F -45,600 shares

    0.39% of the 13F portfolio, value $27,443,503.

    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 141,036 shares
    Change vs previous 13F -611 shares

    0.57% of the 13F portfolio, value $44,144,162.

    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 141,647 shares
    Change vs previous 13F -10,304 shares

    0.47% of the 13F portfolio, value $34,434,420.

    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 151,951 shares
    Change vs previous 13F +15,999 shares

    0.41% of the 13F portfolio, value $26,778,307.

    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 135,952 shares
    Change vs previous 13F +56,792 shares

    0.35% of the 13F portfolio, value $21,023,674.

    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 79,160 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $14,984,923.

    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).