Position in FRMM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$120,003
+$36,193 QoQ
Shares Held
22,100
-23.8% QoQ
Ownership
0.167%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#24
of 39 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FRMM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026J. Derek Lewis & Associates Inc. holds $1,974,046 across 2 Software - Application names. FRMM ranks #2 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
21,328 | $1,854,043 | |
| 2 | FRMM |
FORUM MARKETS Inc
This page
|
22,100 | $120,003 |
All Filings in FRMM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,003 | 22,100 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $83,810 | 29,000 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $181,300 | 37,000 | Shares | Sole | 2026-03-23 | |
| No filing history on record for this holder in this stock. | ||||||