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Disclosery

Forum Financial Management, LP: MU position timeline

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

Forum Financial Management, LP held 3,664 MU 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 3,664 shares
    Change vs previous 13F +458 shares

    0.05% of the 13F portfolio, value $4,229,411.

    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 3,206 shares
    Change vs previous 13F -14,380 shares

    0.02% of the 13F portfolio, value $1,083,093.

    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 17,586 shares
    Change vs previous 13F -11,955 shares

    0.07% of the 13F portfolio, value $5,019,116.

    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 29,541 shares
    Change vs previous 13F +2,972 shares

    0.07% of the 13F portfolio, value $4,942,830.

    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 26,569 shares
    Change vs previous 13F -3,749 shares

    0.05% of the 13F portfolio, value $3,274,638.

    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 30,318 shares
    Change vs previous 13F -221 shares

    0.04% of the 13F portfolio, value $2,634,349.

    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 30,539 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,570,180.

    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).