Skip to content
Disclosery

Forum Financial Management, LP: QQQ position timeline

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

Forum Financial Management, LP held 6,129 QQQ 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 6,129 shares
    Change vs previous 13F -169 shares

    0.06% of the 13F portfolio, value $4,513,304.

    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 6,298 shares
    Change vs previous 13F +282 shares

    0.05% of the 13F portfolio, value $3,635,098.

    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 6,016 shares
    Change vs previous 13F +981 shares

    0.05% of the 13F portfolio, value $3,695,180.

    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 5,035 shares
    Change vs previous 13F +65 shares

    0.04% of the 13F portfolio, value $3,023,037.

    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 4,970 shares
    Change vs previous 13F +165 shares

    0.04% of the 13F portfolio, value $2,741,810.

    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 4,805 shares
    Change vs previous 13F -530 shares

    0.04% of the 13F portfolio, value $2,253,102.

    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 5,335 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,727,347.

    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).