Forum Financial Management, LP
Holdings in ERIC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,155,357 | 326,980 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $2,704,124 | 326,980 | Shares | Sole | 2025-10-24 |
| 2025-06-30 | $2,139,096 | 252,252 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $2,130,779 | 274,585 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $2,213,155 | 274,585 | Shares | Sole | 2025-02-20 |
| 2024-09-30 | $571,638 | 75,414 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $465,304 | 75,414 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $237,007 | 43,014 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $271,051 | 43,024 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $651,376 | 134,028 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $730,452 | 134,028 | Shares | Sole | 2023-07-26 |
| 2023-03-31 | $784,151 | 134,043 | Shares | Sole | 2023-04-19 |
| 2022-12-31 | $782,811 | 134,043 | Shares | Sole | 2023-01-24 |
| 2022-09-30 | $769,406 | 134,043 | Shares | Sole | 2022-11-07 |
| 2022-06-30 | $991,918 | 134,043 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $1,225,153 | 134,043 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $1,457,047 | 134,043 | Shares | Sole | 2022-02-18 |