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Disclosery

Forum Financial Management, LP: V position timeline

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

Forum Financial Management, LP held 3,547 V 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 3,547 shares
    Change vs previous 13F +105 shares

    0.02% of the 13F portfolio, value $1,216,828.

    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 3,442 shares
    Change vs previous 13F -8,279 shares

    0.01% of the 13F portfolio, value $1,040,376.

    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 11,721 shares
    Change vs previous 13F -278 shares

    0.05% of the 13F portfolio, value $4,110,613.

    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 11,999 shares
    Change vs previous 13F +512 shares

    0.06% of the 13F portfolio, value $4,096,101.

    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 11,487 shares
    Change vs previous 13F +2,096 shares

    0.06% of the 13F portfolio, value $4,078,193.

    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 9,391 shares
    Change vs previous 13F -656 shares

    0.05% of the 13F portfolio, value $3,291,297.

    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 10,047 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,175,229.

    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).