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Disclosery

Forum Financial Management, LP: WFC position timeline

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

Forum Financial Management, LP held 16,241 WFC 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 16,241 shares
    Change vs previous 13F +1,168 shares

    0.02% of the 13F portfolio, value $1,342,184.

    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 15,073 shares
    Change vs previous 13F -44,410 shares

    0.02% of the 13F portfolio, value $1,199,946.

    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 59,483 shares
    Change vs previous 13F -1 shares

    0.07% of the 13F portfolio, value $5,543,882.

    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 59,484 shares
    Change vs previous 13F +5,598 shares

    0.07% of the 13F portfolio, value $4,985,977.

    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 53,886 shares
    Change vs previous 13F -2,202 shares

    0.07% of the 13F portfolio, value $4,317,419.

    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 56,088 shares
    Change vs previous 13F +192 shares

    0.07% of the 13F portfolio, value $4,026,598.

    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 55,896 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,926,182.

    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).