Skip to content
Disclosery

Forum Financial Management, LP: SCHW position timeline

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

Forum Financial Management, LP held 3,782 SCHW 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 3,782 shares
    Change vs previous 13F +26 shares

    <0.01% of the 13F portfolio, value $348,944.

    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 3,756 shares
    Change vs previous 13F -17,041 shares

    <0.01% of the 13F portfolio, value $353,003.

    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 20,797 shares
    Change vs previous 13F +77 shares

    0.03% of the 13F portfolio, value $2,077,881.

    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 20,720 shares
    Change vs previous 13F +1,378 shares

    0.03% of the 13F portfolio, value $1,978,135.

    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 19,342 shares
    Change vs previous 13F +1,582 shares

    0.03% of the 13F portfolio, value $1,764,765.

    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 17,760 shares
    Change vs previous 13F -1,876 shares

    0.02% of the 13F portfolio, value $1,390,287.

    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 19,636 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,453,255.

    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).