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Disclosery

Forum Financial Management, LP: IWB position timeline

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

Forum Financial Management, LP held 5,702 IWB 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 5,702 shares
    Change vs previous 13F -1,083 shares

    0.03% of the 13F portfolio, value $2,334,969.

    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 6,785 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $2,419,260.

    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 6,785 shares
    Change vs previous 13F +66 shares

    0.03% of the 13F portfolio, value $2,533,790.

    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 6,719 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $2,455,660.

    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 6,719 shares
    Change vs previous 13F -117 shares

    0.03% of the 13F portfolio, value $2,281,571.

    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 6,836 shares
    Change vs previous 13F +117 shares

    0.03% of the 13F portfolio, value $2,096,875.

    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 6,719 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,164,593.

    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).