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Disclosery

Forum Financial Management, LP: MAR position timeline

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

Forum Financial Management, LP held 11,747 MAR 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 11,747 shares
    Change vs previous 13F -1,000 shares

    0.06% of the 13F portfolio, value $4,353,461.

    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 12,747 shares
    Change vs previous 13F -1,897 shares

    0.06% of the 13F portfolio, value $4,169,285.

    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 14,644 shares
    Change vs previous 13F -273 shares

    0.06% of the 13F portfolio, value $4,543,271.

    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 14,917 shares
    Change vs previous 13F +464 shares

    0.05% of the 13F portfolio, value $3,885,081.

    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 14,453 shares
    Change vs previous 13F +238 shares

    0.06% of the 13F portfolio, value $3,948,807.

    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 14,215 shares
    Change vs previous 13F +3,076 shares

    0.06% of the 13F portfolio, value $3,386,103.

    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 11,139 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,107,218.

    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).