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Disclosery

Forum Financial Management, LP: WTFC position timeline

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

Forum Financial Management, LP held 3,825 WTFC 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 3,825 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $614,754.

    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 3,825 shares
    Change vs previous 13F -2,691 shares

    0.01% of the 13F portfolio, value $531,446.

    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 6,516 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $911,067.

    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 6,515 shares
    Change vs previous 13F +141 shares

    0.01% of the 13F portfolio, value $862,846.

    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 6,374 shares
    Change vs previous 13F +280 shares

    0.01% of the 13F portfolio, value $790,281.

    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 6,094 shares
    Change vs previous 13F -35 shares

    0.01% of the 13F portfolio, value $685,361.

    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 6,129 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $764,380.

    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).