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Disclosery

Forum Financial Management, LP: VUG position timeline

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

Forum Financial Management, LP held 49,040 VUG 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 49,040 shares
    Change vs previous 13F +40,657 shares

    0.05% of the 13F portfolio, value $4,224,250.

    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 8,383 shares
    Change vs previous 13F +931 shares

    0.05% of the 13F portfolio, value $3,661,435.

    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 7,452 shares
    Change vs previous 13F -117 shares

    0.05% of the 13F portfolio, value $3,635,588.

    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 7,569 shares
    Change vs previous 13F +20 shares

    0.05% of the 13F portfolio, value $3,629,738.

    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 7,549 shares
    Change vs previous 13F +314 shares

    0.05% of the 13F portfolio, value $3,309,154.

    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 7,235 shares
    Change vs previous 13F +246 shares

    0.04% of the 13F portfolio, value $2,682,610.

    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 6,989 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,868,598.

    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).