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Disclosery

Forum Financial Management, LP: TLH position timeline

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

Forum Financial Management, LP held 9,680,967 TLH 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 9,680,967 shares
    Change vs previous 13F +745,593 shares

    12.48% of the 13F portfolio, value $971,485,047.

    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 8,935,374 shares
    Change vs previous 13F +435,140 shares

    12.73% of the 13F portfolio, value $899,970,916.

    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 8,500,234 shares
    Change vs previous 13F +488,995 shares

    11.24% of the 13F portfolio, value $864,218,824.

    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 8,011,239 shares
    Change vs previous 13F +128,948 shares

    11.29% of the 13F portfolio, value $825,077,501.

    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 7,882,291 shares
    Change vs previous 13F +229,219 shares

    12.18% of the 13F portfolio, value $800,840,761.

    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 7,653,072 shares
    Change vs previous 13F +134,743 shares

    13.14% of the 13F portfolio, value $794,006,186.

    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 7,518,329 shares
    Change vs previous 13F not available

    12.4% of the 13F portfolio, value $748,374,506.

    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).