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Disclosery

Forum Financial Management, LP: VEA position timeline

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

Forum Financial Management, LP held 62,912 VEA 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 62,912 shares
    Change vs previous 13F -152 shares

    0.06% of the 13F portfolio, value $4,482,471.

    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 63,064 shares
    Change vs previous 13F +491 shares

    0.06% of the 13F portfolio, value $4,041,132.

    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 62,573 shares
    Change vs previous 13F +478 shares

    0.05% of the 13F portfolio, value $3,908,924.

    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 62,095 shares
    Change vs previous 13F -4,884 shares

    0.05% of the 13F portfolio, value $3,720,746.

    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 66,979 shares
    Change vs previous 13F +1,086 shares

    0.06% of the 13F portfolio, value $3,818,468.

    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 65,893 shares
    Change vs previous 13F -2,468 shares

    0.06% of the 13F portfolio, value $3,349,363.

    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 68,361 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,269,033.

    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).