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Disclosery

Forum Financial Management, LP: VOO position timeline

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

Forum Financial Management, LP held 14,342 VOO 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 14,342 shares
    Change vs previous 13F +1,975 shares

    0.13% of the 13F portfolio, value $9,849,998.

    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 12,367 shares
    Change vs previous 13F +116 shares

    0.1% of the 13F portfolio, value $7,389,627.

    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 12,251 shares
    Change vs previous 13F +114 shares

    0.1% of the 13F portfolio, value $7,682,660.

    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 12,137 shares
    Change vs previous 13F +303 shares

    0.1% of the 13F portfolio, value $7,432,406.

    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 11,834 shares
    Change vs previous 13F +184 shares

    0.1% of the 13F portfolio, value $6,721,821.

    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 11,650 shares
    Change vs previous 13F +3,270 shares

    0.1% of the 13F portfolio, value $5,987,023.

    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 8,380 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,515,191.

    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).