Forum Financial Management, LP
Holdings in CLOV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $94,465 | 40,198 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $113,944 | 37,237 | Shares | Sole | 2025-10-24 |
| 2025-06-30 | $95,548 | 34,247 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $57,716 | 16,077 | Shares | Other | 2025-05-02 |
| 2024-12-31 | $50,642 | 16,077 | Shares | Other | 2025-02-20 |
| 2024-09-30 | $45,337 | 16,077 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $14,779 | 12,016 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $9,540 | 12,016 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $11,439 | 12,016 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $12,977 | 12,016 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $10,778 | 12,016 | Shares | Sole | 2023-07-26 |
| 2023-03-31 | $10,153 | 12,016 | Shares | Sole | 2023-04-19 |
| 2022-12-31 | $11,174 | 12,016 | Shares | Sole | 2023-01-24 |
| 2022-09-30 | $20,682 | 12,166 | Shares | Sole | 2022-11-07 |
| 2022-06-30 | $26,035 | 12,166 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $43,189 | 12,166 | Shares | Sole | 2022-05-16 |