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Disclosery

Forum Financial Management, LP: VNQ position timeline

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

Forum Financial Management, LP held 9,137 VNQ 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 9,137 shares
    Change vs previous 13F -1,150 shares

    0.01% of the 13F portfolio, value $881,094.

    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 10,287 shares
    Change vs previous 13F -145 shares

    0.01% of the 13F portfolio, value $912,496.

    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 10,432 shares
    Change vs previous 13F +432 shares

    0.01% of the 13F portfolio, value $923,165.

    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 10,000 shares
    Change vs previous 13F +334 shares

    0.01% of the 13F portfolio, value $914,182.

    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 9,666 shares
    Change vs previous 13F -127 shares

    0.01% of the 13F portfolio, value $860,844.

    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 9,793 shares
    Change vs previous 13F -182 shares

    0.01% of the 13F portfolio, value $886,652.

    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 9,975 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $888,551.

    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).