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Disclosery

Forum Financial Management, LP: IWD position timeline

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

Forum Financial Management, LP held 10,758 IWD 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 10,758 shares
    Change vs previous 13F -360 shares

    0.03% of the 13F portfolio, value $2,607,959.

    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 11,118 shares
    Change vs previous 13F -181 shares

    0.03% of the 13F portfolio, value $2,375,493.

    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 11,299 shares
    Change vs previous 13F -105 shares

    0.03% of the 13F portfolio, value $2,376,602.

    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 11,404 shares
    Change vs previous 13F -971 shares

    0.03% of the 13F portfolio, value $2,321,711.

    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 12,375 shares
    Change vs previous 13F -1,558 shares

    0.04% of the 13F portfolio, value $2,403,569.

    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 13,933 shares
    Change vs previous 13F -1,037 shares

    0.04% of the 13F portfolio, value $2,621,606.

    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 14,970 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,771,370.

    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).