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Disclosery

Forum Financial Management, LP: MUB position timeline

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

Forum Financial Management, LP held 25,061 MUB 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 25,061 shares
    Change vs previous 13F -391 shares

    0.03% of the 13F portfolio, value $2,697,013.

    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 25,452 shares
    Change vs previous 13F -2,251 shares

    0.04% of the 13F portfolio, value $2,701,776.

    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 27,703 shares
    Change vs previous 13F +1,525 shares

    0.04% of the 13F portfolio, value $2,967,262.

    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 26,178 shares
    Change vs previous 13F -4,824 shares

    0.04% of the 13F portfolio, value $2,787,689.

    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 31,002 shares
    Change vs previous 13F -74,902 shares

    0.05% of the 13F portfolio, value $3,239,093.

    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 105,904 shares
    Change vs previous 13F -61,313 shares

    0.18% of the 13F portfolio, value $11,166,529.

    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 167,217 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $17,817,015.

    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).