Skip to content
Disclosery

Forum Financial Management, LP: UPS position timeline

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

Forum Financial Management, LP held 7,808 UPS 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 7,808 shares
    Change vs previous 13F +101 shares

    0.01% of the 13F portfolio, value $839,339.

    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 7,707 shares
    Change vs previous 13F +493 shares

    0.01% of the 13F portfolio, value $758,187.

    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 7,214 shares
    Change vs previous 13F +3,283 shares

    0.01% of the 13F portfolio, value $715,574.

    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 3,931 shares
    Change vs previous 13F -1,323 shares

    <0.01% of the 13F portfolio, value $328,355.

    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 5,254 shares
    Change vs previous 13F -228 shares

    0.01% of the 13F portfolio, value $530,339.

    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 5,482 shares
    Change vs previous 13F +1,240 shares

    0.01% of the 13F portfolio, value $602,965.

    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 4,242 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $534,916.

    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).