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Disclosery

Forum Financial Management, LP: VO position timeline

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

Forum Financial Management, LP held 15,576 VO 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 15,576 shares
    Change vs previous 13F +13,167 shares

    0.02% of the 13F portfolio, value $1,254,954.

    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 2,409 shares
    Change vs previous 13F -159 shares

    0.01% of the 13F portfolio, value $691,801.

    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 2,568 shares
    Change vs previous 13F +620 shares

    0.01% of the 13F portfolio, value $745,193.

    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 1,948 shares
    Change vs previous 13F -450 shares

    0.01% of the 13F portfolio, value $572,327.

    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 2,398 shares
    Change vs previous 13F +63 shares

    0.01% of the 13F portfolio, value $671,148.

    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 2,335 shares
    Change vs previous 13F +126 shares

    0.01% of the 13F portfolio, value $603,984.

    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 2,209 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $583,572.

    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).