Holdings in FORR
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$122,230 |
15,053 |
-13.8%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$185,107 |
17,463 |
-3.4%
|
Shares |
Sole |
2025-11-06 |
| 2025-06-30 |
$179,061 |
18,087 |
+1.7%
|
Shares |
Sole |
2025-08-12 |
| 2025-03-31 |
$164,351 |
17,787 |
-4.2%
|
Shares |
Sole |
2025-05-29 |
| 2024-12-31 |
$291,007 |
18,571 |
+7.8%
|
Shares |
Sole |
2025-05-29 |
| 2024-09-30 |
$310,384 |
17,234 |
-4.0%
|
Shares |
Sole |
2024-11-12 |
| 2024-06-30 |
$306,603 |
17,951 |
+17.4%
|
Shares |
Sole |
2024-08-01 |
| 2024-03-31 |
$329,652 |
15,290 |
-54.3%
|
Shares |
Sole |
2024-05-09 |
| 2023-12-31 |
$896,043 |
33,422 |
-3.1%
|
Shares |
Sole |
2024-02-08 |
| 2023-09-30 |
$996,674 |
34,487 |
+2.2%
|
Shares |
Sole |
2023-11-09 |
| 2023-06-30 |
$981,671 |
33,746 |
+0.4%
|
Shares |
Sole |
2023-08-08 |
| 2023-03-31 |
$1,087,089 |
33,604 |
+5.5%
|
Shares |
Sole |
2023-05-11 |
| 2022-12-31 |
$1,139,563 |
31,867 |
+8.6%
|
Shares |
Sole |
2023-02-14 |
| 2022-09-30 |
$1,056,569 |
29,341 |
+5.5%
|
Shares |
Sole |
2022-11-10 |
| 2022-06-30 |
$1,329,904 |
27,799 |
+3.5%
|
Shares |
Sole |
2022-08-11 |
| 2022-03-31 |
$1,515,892 |
26,868 |
+4.8%
|
Shares |
Sole |
2022-05-12 |
| 2021-12-31 |
$1,505,895 |
25,641 |
-1.2%
|
Shares |
Sole |
2022-02-10 |
| 2021-09-30 |
$1,277,853 |
25,941 |
-13.2%
|
Shares |
Sole |
2021-11-12 |
| 2021-06-30 |
$1,369,374 |
29,899 |
-4.7%
|
Shares |
Sole |
2021-08-05 |
| 2021-03-31 |
$1,333,404 |
31,389 |
+2.5%
|
Shares |
Sole |
2021-05-06 |
| 2020-12-31 |
$1,282,642 |
30,612 |
+3.8%
|
Shares |
Sole |
2021-02-10 |
| 2020-09-30 |
$967,173 |
29,496 |
-4.6%
|
Shares |
Sole |
2020-11-12 |
| 2020-06-30 |
$990,612 |
30,918 |
-10.6%
|
Shares |
Sole |
2020-08-13 |
| 2020-03-31 |
$1,011,328 |
34,599 |
—
|
Shares |
Sole |
2020-05-06 |