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Disclosery

Forum Financial Management, LP: VTIP position timeline

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

Forum Financial Management, LP held 64,525 VTIP 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 64,525 shares
    Change vs previous 13F +36,008 shares

    0.04% of the 13F portfolio, value $3,241,091.

    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 28,517 shares
    Change vs previous 13F +53 shares

    0.02% of the 13F portfolio, value $1,424,433.

    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 28,464 shares
    Change vs previous 13F -132 shares

    0.02% of the 13F portfolio, value $1,407,830.

    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 28,596 shares
    Change vs previous 13F +816 shares

    0.02% of the 13F portfolio, value $1,447,816.

    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 27,780 shares
    Change vs previous 13F +5,630 shares

    0.02% of the 13F portfolio, value $1,396,501.

    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 22,150 shares
    Change vs previous 13F +17,980 shares

    0.02% of the 13F portfolio, value $1,105,285.

    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 4,170 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $201,912.

    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).