Forum Financial Management, LP
Position in BSVO — EA Bridgeway Omni Small-Cap Value ETF
CIK 1911832
LOMBARD, IL
All Filings in BSVO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BSVO | $16,385,442 | 645,859 | Shares | Other | 2026-04-23 | |
| 2025-12-31 BSVO | $15,293,001 | 656,352 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 BSVO | $14,920,756 | 658,724 | Shares | Other | 2025-10-24 | |
| 2025-06-30 BSVO | $13,615,959 | 668,104 | Shares | Other | 2025-07-30 | |
| 2025-03-31 BSVO | $13,025,713 | 670,047 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 BSVO | $14,400,475 | 665,149 | Shares | Other | 2025-02-20 | |
| 2024-09-30 BSVO | $16,076,239 | 727,761 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 BSVO | $15,024,226 | 737,494 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 BSVO | $15,876,663 | 746,575 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 BSVO | $15,926,196 | 757,849 | Shares | Other | 2024-02-07 | |
| 2023-09-30 BSVO | $14,182,232 | 776,088 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 BSVO | $13,978,933 | 784,012 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 BSVO | $14,557,525 | 830,435 | Shares | Sole | 2023-04-19 | |
| No filing history on record for this holder in this stock. | ||||||