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Disclosery

Forum Financial Management, LP: META position timeline

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

Forum Financial Management, LP held 23,254 META 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 23,254 shares
    Change vs previous 13F +625 shares

    0.17% of the 13F portfolio, value $13,098,616.

    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 22,629 shares
    Change vs previous 13F -16,044 shares

    0.18% of the 13F portfolio, value $12,946,487.

    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 38,673 shares
    Change vs previous 13F +591 shares

    0.33% of the 13F portfolio, value $25,527,933.

    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 38,082 shares
    Change vs previous 13F -272 shares

    0.38% of the 13F portfolio, value $27,966,570.

    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 38,354 shares
    Change vs previous 13F -889 shares

    0.43% of the 13F portfolio, value $28,308,830.

    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 39,243 shares
    Change vs previous 13F -119 shares

    0.37% of the 13F portfolio, value $22,618,014.

    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 39,362 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $23,046,905.

    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).