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Disclosery

Forum Financial Management, LP: IVV position timeline

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

Forum Financial Management, LP held 8,501 IVV 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 8,501 shares
    Change vs previous 13F -45 shares

    0.08% of the 13F portfolio, value $6,366,287.

    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 8,546 shares
    Change vs previous 13F -821 shares

    0.08% of the 13F portfolio, value $5,582,646.

    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 9,367 shares
    Change vs previous 13F +319 shares

    0.08% of the 13F portfolio, value $6,415,674.

    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 9,048 shares
    Change vs previous 13F -143 shares

    0.08% of the 13F portfolio, value $6,055,535.

    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 9,191 shares
    Change vs previous 13F -1,286 shares

    0.09% of the 13F portfolio, value $5,706,561.

    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 10,477 shares
    Change vs previous 13F +1,962 shares

    0.1% of the 13F portfolio, value $5,886,908.

    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 8,515 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,012,838.

    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).