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Disclosery

Forum Financial Management, LP: SPY position timeline

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

Forum Financial Management, LP held 15,382 SPY 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 15,382 shares
    Change vs previous 13F -361 shares

    0.15% of the 13F portfolio, value $11,486,811.

    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 15,743 shares
    Change vs previous 13F -860 shares

    0.14% of the 13F portfolio, value $10,238,102.

    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 16,603 shares
    Change vs previous 13F +36 shares

    0.15% of the 13F portfolio, value $11,322,363.

    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 16,567 shares
    Change vs previous 13F -170 shares

    0.15% of the 13F portfolio, value $11,036,608.

    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 16,737 shares
    Change vs previous 13F +382 shares

    0.16% of the 13F portfolio, value $10,341,393.

    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 16,355 shares
    Change vs previous 13F +111 shares

    0.15% of the 13F portfolio, value $9,148,376.

    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 16,244 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $9,519,998.

    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).