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Disclosery

Forum Financial Management, LP: VXUS position timeline

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

Forum Financial Management, LP held 19,623 VXUS 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 19,623 shares
    Change vs previous 13F +511 shares

    0.02% of the 13F portfolio, value $1,677,579.

    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 19,112 shares
    Change vs previous 13F -2,381 shares

    0.02% of the 13F portfolio, value $1,473,758.

    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 21,493 shares
    Change vs previous 13F +6,129 shares

    0.02% of the 13F portfolio, value $1,621,414.

    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 15,364 shares
    Change vs previous 13F +863 shares

    0.02% of the 13F portfolio, value $1,128,648.

    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 14,501 shares
    Change vs previous 13F +2,629 shares

    0.02% of the 13F portfolio, value $1,001,864.

    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 11,872 shares
    Change vs previous 13F +62 shares

    0.01% of the 13F portfolio, value $737,277.

    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 11,810 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $695,976.

    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).