Position in COF
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,282,964
+$95,528 QoQ
Shares Held
6,395
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#912
of 2,096 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Forum Financial Management, LP holds $4,306,427 across 5 Credit Services names. COF ranks #1 (29.8% of the industry book) .
All Filings in COF
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,282,964 | 6,395 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,187,436 | 6,509 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,027,053 | 16,616 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,777,546 | 17,770 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,598,197 | 16,912 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,012,865 | 5,649 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,007,864 | 5,652 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $777,248 | 5,191 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $718,970 | 5,193 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $774,674 | 5,203 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $681,430 | 5,197 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $504,271 | 5,196 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $568,177 | 5,195 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $464,164 | 4,827 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $448,624 | 4,826 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $444,812 | 4,826 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $632,850 | 6,074 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $794,304 | 6,050 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $877,794 | 6,050 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||