Forum Financial Management, LP
Holdings in MUFG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,107,617 | 322,044 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $5,133,381 | 322,044 | Shares | Sole | 2025-10-24 |
| 2025-06-30 | $4,418,443 | 322,044 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $4,873,556 | 357,561 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $4,190,614 | 357,561 | Shares | Sole | 2025-02-20 |
| 2024-09-30 | $3,445,309 | 338,439 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $3,655,141 | 338,439 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $3,462,230 | 338,439 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $2,856,074 | 331,716 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $2,538,645 | 299,016 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $2,203,747 | 299,016 | Shares | Sole | 2023-07-26 |
| 2023-03-31 | $1,910,712 | 299,016 | Shares | Sole | 2023-04-19 |
| 2022-12-31 | $1,989,100 | 298,216 | Shares | Sole | 2023-01-24 |
| 2022-09-30 | $1,341,972 | 298,216 | Shares | Sole | 2022-11-07 |
| 2022-06-30 | $1,592,473 | 298,216 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $1,845,957 | 298,216 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $1,628,259 | 298,216 | Shares | Sole | 2022-02-18 |