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Disclosery

Forum Financial Management, LP: MLM position timeline

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

Forum Financial Management, LP held 571 MLM 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 571 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $329,296.

    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 571 shares
    Change vs previous 13F -799 shares

    <0.01% of the 13F portfolio, value $336,137.

    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 1,370 shares
    Change vs previous 13F -4 shares

    0.01% of the 13F portfolio, value $853,044.

    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 1,374 shares
    Change vs previous 13F +128 shares

    0.01% of the 13F portfolio, value $866,004.

    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 1,246 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $684,005.

    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 1,245 shares
    Change vs previous 13F -1 shares

    0.01% of the 13F portfolio, value $595,272.

    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 1,246 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $643,559.

    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).