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Disclosery

Forum Financial Management, LP: IJR position timeline

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

Forum Financial Management, LP held 2,370 IJR 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 2,370 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $351,495.

    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 2,366 shares
    Change vs previous 13F -939 shares

    <0.01% of the 13F portfolio, value $294,118.

    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 3,305 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $397,195.

    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 3,305 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $392,734.

    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 3,305 shares
    Change vs previous 13F +746 shares

    0.01% of the 13F portfolio, value $361,204.

    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 2,559 shares
    Change vs previous 13F -1,189 shares

    <0.01% of the 13F portfolio, value $267,595.

    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 3,748 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $431,845.

    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).