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Forum Financial Management, LP: VTEB position timeline

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

Forum Financial Management, LP held 1,306,794 VTEB 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 1,306,794 shares
    Change vs previous 13F -13,063 shares

    0.85% of the 13F portfolio, value $66,097,648.

    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 1,319,857 shares
    Change vs previous 13F +18,686 shares

    0.93% of the 13F portfolio, value $65,847,686.

    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 1,301,171 shares
    Change vs previous 13F -21,060 shares

    0.85% of the 13F portfolio, value $65,435,911.

    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 1,322,231 shares
    Change vs previous 13F +1,137,416 shares

    0.91% of the 13F portfolio, value $66,204,113.

    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 184,815 shares
    Change vs previous 13F +127,213 shares

    0.14% of the 13F portfolio, value $9,061,489.

    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 57,602 shares
    Change vs previous 13F -74,973 shares

    0.05% of the 13F portfolio, value $2,858,225.

    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 132,575 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $6,645,967.

    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).