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Disclosery

Forum Financial Management, LP: MO position timeline

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

Forum Financial Management, LP held 14,414 MO 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 14,414 shares
    Change vs previous 13F +943 shares

    0.01% of the 13F portfolio, value $1,037,110.

    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 13,471 shares
    Change vs previous 13F -8,158 shares

    0.01% of the 13F portfolio, value $888,932.

    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 21,629 shares
    Change vs previous 13F +26 shares

    0.02% of the 13F portfolio, value $1,247,124.

    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 21,603 shares
    Change vs previous 13F -343 shares

    0.02% of the 13F portfolio, value $1,427,107.

    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 21,946 shares
    Change vs previous 13F +1,139 shares

    0.02% of the 13F portfolio, value $1,286,699.

    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 20,807 shares
    Change vs previous 13F -739 shares

    0.02% of the 13F portfolio, value $1,248,832.

    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 21,546 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,126,620.

    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).