Forum Financial Management, LP
Position in AVR — Anteris Technologies Global Corp.
CIK 1911832
LOMBARD, IL
Position in AVR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$107,630
New position
Shares Held
10,927
first reported quarter
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#6
of 17 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Forum Financial Management, LP holds $153,240 across 2 Medical Instruments & Supplies names. AVR ranks #1 (70.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVR |
Anteris Technologies Global Corp.
This page
|
10,927 | $107,630 | |
| 2 | STXS |
Stereotaxis, Inc.
|
26,518 | $45,610 |
All Filings in AVR
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,630 | 10,927 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||