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Disclosery

Forum Financial Management, LP: HD position timeline

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

Forum Financial Management, LP held 12,530 HD 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 12,530 shares
    Change vs previous 13F +74 shares

    0.06% of the 13F portfolio, value $4,418,934.

    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 12,456 shares
    Change vs previous 13F -4,369 shares

    0.06% of the 13F portfolio, value $4,096,611.

    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 16,825 shares
    Change vs previous 13F +734 shares

    0.08% of the 13F portfolio, value $5,789,592.

    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 16,091 shares
    Change vs previous 13F +677 shares

    0.09% of the 13F portfolio, value $6,519,951.

    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 15,414 shares
    Change vs previous 13F -71 shares

    0.09% of the 13F portfolio, value $5,651,301.

    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 15,485 shares
    Change vs previous 13F +121 shares

    0.09% of the 13F portfolio, value $5,674,943.

    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 15,364 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,976,346.

    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).