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Forum Financial Management, LP: INTC position timeline

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

Forum Financial Management, LP held 22,355 INTC 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 22,355 shares
    Change vs previous 13F -144 shares

    0.04% of the 13F portfolio, value $3,121,497.

    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 22,499 shares
    Change vs previous 13F -71,416 shares

    0.01% of the 13F portfolio, value $992,862.

    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 93,915 shares
    Change vs previous 13F -4,455 shares

    0.05% of the 13F portfolio, value $3,465,452.

    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 98,370 shares
    Change vs previous 13F +41,326 shares

    0.05% of the 13F portfolio, value $3,300,312.

    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 57,044 shares
    Change vs previous 13F -6,569 shares

    0.02% of the 13F portfolio, value $1,277,777.

    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 63,613 shares
    Change vs previous 13F -18,286 shares

    0.02% of the 13F portfolio, value $1,444,642.

    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 81,899 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,642,067.

    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).