Forum Financial Management, LP: PTC position timeline

Forum Financial Management, LP held 0 PTC shares at 2026-03-31 per its 13F-HR filed 2026-04-23.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -2,819 shares

   13F-HR 0001911832-26-000004 filed by Forum Financial Management, LP
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 2,819 shares

   Change vs previous 13F +855 shares

   0.01% of the 13F portfolio, value $491,098.

   13F-HR 0001911832-26-000002 filed by Forum Financial Management, LP
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 1,964 shares

   Change vs previous 13F -599 shares

   0.01% of the 13F portfolio, value $398,731.

   13F-HR 0001911832-25-000010 filed by Forum Financial Management, LP
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 2,563 shares

   Change vs previous 13F +284 shares

   0.01% of the 13F portfolio, value $441,708.

   13F-HR 0001911832-25-000007 filed by Forum Financial Management, LP
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 2,279 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $353,132.

   13F-HR 0001911832-25-000004 filed by Forum Financial Management, LP
   Filed 2025-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).