Forum Financial Management, LP
Position in TLTD — FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
CIK 1911832
LOMBARD, IL
All Filings in TLTD
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 TLTD | $383,385 | 4,079 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 TLTD | $378,245 | 4,079 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 TLTD | $361,970 | 4,079 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 TLTD | $340,433 | 4,079 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 TLTD | $305,149 | 4,079 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 TLTD | $281,002 | 4,079 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 TLTD | $305,925 | 4,079 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 TLTD | $285,162 | 4,079 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 TLTD | $292,301 | 4,079 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 TLTD | $278,554 | 4,079 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 TLTD | $255,141 | 4,079 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 TLTD | $264,727 | 4,079 | Shares | Sole | 2023-07-26 | |
| No filing history on record for this holder in this stock. | ||||||