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Disclosery

Forum Financial Management, LP: MSFT position timeline

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

Forum Financial Management, LP held 46,743 MSFT 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 46,743 shares
    Change vs previous 13F -1,107 shares

    0.22% of the 13F portfolio, value $17,436,044.

    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 47,850 shares
    Change vs previous 13F -45,095 shares

    0.25% of the 13F portfolio, value $17,712,720.

    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 92,945 shares
    Change vs previous 13F +2,288 shares

    0.58% of the 13F portfolio, value $44,949,827.

    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 90,657 shares
    Change vs previous 13F +9,455 shares

    0.64% of the 13F portfolio, value $46,955,872.

    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 81,202 shares
    Change vs previous 13F +269 shares

    0.61% of the 13F portfolio, value $40,390,604.

    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 80,933 shares
    Change vs previous 13F +1,229 shares

    0.5% of the 13F portfolio, value $30,381,346.

    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 79,704 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $33,595,278.

    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).