Position in BSM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,191,000
-$345,000 QoQ
Shares Held
300,000
0.0% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#25
of 197 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BSM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Forum Financial Management, LP holds $5,151,796 across 4 Oil & Gas E&P names. BSM ranks #1 (81.4% of the industry book) .
All Filings in BSM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,191,000 | 300,000 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $4,536,000 | 300,000 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $3,987,000 | 300,000 | Shares | Other | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||