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Disclosery

Forum Financial Management, LP: SPYI position timeline

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

Forum Financial Management, LP held 6,880 SPYI 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 6,880 shares
    Change vs previous 13F +281 shares

    <0.01% of the 13F portfolio, value $365,238.

    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 6,599 shares
    Change vs previous 13F +602 shares

    <0.01% of the 13F portfolio, value $325,795.

    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 5,997 shares
    Change vs previous 13F +245 shares

    <0.01% of the 13F portfolio, value $315,009.

    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 5,752 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $300,849.

    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).