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Disclosery

Forum Financial Management, LP: SWKS position timeline

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

Forum Financial Management, LP held 12,057 SWKS 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 12,057 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $817,457.

    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 12,057 shares
    Change vs previous 13F -5,400 shares

    0.01% of the 13F portfolio, value $645,642.

    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 17,457 shares
    Change vs previous 13F +2,273 shares

    0.01% of the 13F portfolio, value $1,106,929.

    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 15,184 shares
    Change vs previous 13F -1,013 shares

    0.02% of the 13F portfolio, value $1,168,834.

    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 16,197 shares
    Change vs previous 13F -781 shares

    0.02% of the 13F portfolio, value $1,206,965.

    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 16,978 shares
    Change vs previous 13F +371 shares

    0.02% of the 13F portfolio, value $1,097,318.

    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 16,607 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,472,687.

    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).