Forum Financial Management, LP
Holdings in E
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,159,294 | 30,556 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $1,067,932 | 30,556 | Shares | Sole | 2025-10-24 |
| 2025-06-30 | $934,441 | 28,823 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $891,495 | 28,823 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $788,597 | 28,823 | Shares | Sole | 2025-02-20 |
| 2024-09-30 | $563,766 | 18,600 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $572,694 | 18,600 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $589,992 | 18,600 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $632,586 | 18,600 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $593,712 | 18,600 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $535,494 | 18,600 | Shares | Sole | 2023-07-26 |
| 2023-03-31 | $520,912 | 18,604 | Shares | Sole | 2023-04-19 |
| 2022-12-31 | $533,104 | 18,601 | Shares | Sole | 2023-01-24 |
| 2022-09-30 | $393,204 | 18,600 | Shares | Sole | 2022-11-07 |
| 2022-06-30 | $442,866 | 18,600 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $544,050 | 18,600 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $514,290 | 18,600 | Shares | Sole | 2022-02-18 |