Forum Financial Management, LP: HYD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Forum Financial Management, LP on HYD, newest first. How the timeline and the estimate are built.
Forum Financial Management, LP held 1,263,926 HYD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 1,263,926 sharesChange vs previous 13F -9,616 shares
0.84% of the 13F portfolio, value $65,104,826.
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 1,273,542 sharesChange vs previous 13F +21,471 shares
0.9% of the 13F portfolio, value $63,855,399.
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 1,252,071 sharesChange vs previous 13F -24,945 shares
0.83% of the 13F portfolio, value $64,005,883.
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 1,277,016 sharesChange vs previous 13F +1,097,133 shares
0.89% of the 13F portfolio, value $65,000,105.
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 179,883 sharesChange vs previous 13F -229,993 shares
0.14% of the 13F portfolio, value $9,031,948.
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 409,876 sharesChange vs previous 13F -138,876 shares
0.35% of the 13F portfolio, value $20,977,450.
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 548,752 sharesChange vs previous 13F not available
0.47% of the 13F portfolio, value $28,485,724.
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).