Skip to content
Disclosery

Forum Financial Management, LP: IEFA position timeline

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

Forum Financial Management, LP held 6,139 IEFA 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 6,139 shares
    Change vs previous 13F -375 shares

    0.01% of the 13F portfolio, value $592,905.

    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 6,514 shares
    Change vs previous 13F +837 shares

    0.01% of the 13F portfolio, value $589,713.

    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 5,677 shares
    Change vs previous 13F -322 shares

    0.01% of the 13F portfolio, value $507,865.

    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 5,999 shares
    Change vs previous 13F -75 shares

    0.01% of the 13F portfolio, value $523,773.

    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 6,074 shares
    Change vs previous 13F -4,081 shares

    0.01% of the 13F portfolio, value $507,058.

    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 10,155 shares
    Change vs previous 13F +399 shares

    0.01% of the 13F portfolio, value $768,226.

    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 9,756 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $685,652.

    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).