Forum Financial Management, LP
Position in VGSR — Vert Global Sustainable Real Estate ETF
CIK 1911832
LOMBARD, IL
All Filings in VGSR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 VGSR | $13,686,826 | 1,324,959 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 VGSR | $13,627,848 | 1,310,370 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 VGSR | $13,358,348 | 1,254,305 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 VGSR | $12,725,113 | 1,216,550 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 VGSR | $12,163,528 | 1,199,559 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 VGSR | $11,678,641 | 1,154,016 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 VGSR | $219,655 | 19,771 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 VGSR | $210,980 | 21,818 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 VGSR | $187,736 | 19,147 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 VGSR | $215,016 | 21,588 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||