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Disclosery

Forum Financial Management, LP: SHV position timeline

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

Forum Financial Management, LP held 33,062 SHV 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 33,062 shares
    Change vs previous 13F -8,004 shares

    0.05% of the 13F portfolio, value $3,648,410.

    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 41,066 shares
    Change vs previous 13F +7,518 shares

    0.06% of the 13F portfolio, value $4,533,315.

    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 33,548 shares
    Change vs previous 13F +2,920 shares

    0.05% of the 13F portfolio, value $3,695,326.

    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 30,628 shares
    Change vs previous 13F +8,890 shares

    0.05% of the 13F portfolio, value $3,384,079.

    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 21,738 shares
    Change vs previous 13F +670 shares

    0.04% of the 13F portfolio, value $2,400,363.

    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 21,068 shares
    Change vs previous 13F -10,116 shares

    0.04% of the 13F portfolio, value $2,327,212.

    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 31,184 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,433,671.

    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).