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Disclosery

Forum Financial Management, LP: IVW position timeline

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

Forum Financial Management, LP held 22,201 IVW 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 22,201 shares
    Change vs previous 13F -493 shares

    0.04% of the 13F portfolio, value $3,053,366.

    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 22,694 shares
    Change vs previous 13F +167 shares

    0.04% of the 13F portfolio, value $2,566,970.

    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 22,527 shares
    Change vs previous 13F +876 shares

    0.04% of the 13F portfolio, value $2,776,697.

    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 21,651 shares
    Change vs previous 13F -105 shares

    0.04% of the 13F portfolio, value $2,613,683.

    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 21,756 shares
    Change vs previous 13F -12 shares

    0.04% of the 13F portfolio, value $2,395,379.

    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 21,768 shares
    Change vs previous 13F -50 shares

    0.03% of the 13F portfolio, value $2,020,725.

    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 21,818 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,215,143.

    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).