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Disclosery

Forum Financial Management, LP: IWF position timeline

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

Forum Financial Management, LP held 56,861 IWF 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 56,861 shares
    Change vs previous 13F +43,198 shares

    0.09% of the 13F portfolio, value $7,060,465.

    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 13,663 shares
    Change vs previous 13F -274 shares

    0.08% of the 13F portfolio, value $5,826,021.

    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 13,937 shares
    Change vs previous 13F -155 shares

    0.09% of the 13F portfolio, value $6,596,310.

    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 14,092 shares
    Change vs previous 13F +4 shares

    0.09% of the 13F portfolio, value $6,600,717.

    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 14,088 shares
    Change vs previous 13F -1,257 shares

    0.09% of the 13F portfolio, value $5,981,339.

    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 15,345 shares
    Change vs previous 13F -2,923 shares

    0.09% of the 13F portfolio, value $5,540,804.

    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 18,268 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $7,335,927.

    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).