Forum Financial Management, LP
Holdings in FMS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $321,808 | 13,510 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $355,718 | 13,510 | Shares | Sole | 2025-10-24 |
| 2025-06-30 | $255,587 | 8,946 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $271,185 | 10,891 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $246,572 | 10,891 | Shares | Sole | 2025-02-20 |
| 2022-06-30 | $226,480 | 9,081 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $305,848 | 9,081 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $294,769 | 9,081 | Shares | Sole | 2022-02-18 |