Forum Financial Management, LP
Holdings in MFG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,777,515 | 379,442 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $2,542,261 | 379,442 | Shares | Sole | 2025-10-24 |
| 2025-06-30 | $1,965,521 | 353,511 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $2,006,157 | 364,094 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $1,780,419 | 364,094 | Shares | Sole | 2025-02-20 |
| 2024-09-30 | $1,141,700 | 273,134 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $1,155,356 | 273,134 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $1,087,073 | 273,134 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $939,580 | 273,134 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $990,028 | 288,638 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $886,118 | 288,638 | Shares | Sole | 2023-07-26 |
| 2023-03-31 | $814,077 | 288,680 | Shares | Sole | 2023-04-19 |
| 2022-12-31 | $819,731 | 288,638 | Shares | Sole | 2023-01-24 |
| 2022-09-30 | $637,889 | 288,638 | Shares | Sole | 2022-11-07 |
| 2022-06-30 | $646,549 | 288,638 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $741,799 | 288,638 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $736,026 | 288,638 | Shares | Sole | 2022-02-18 |