Forum Financial Management, LP
Holdings in OUNZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $6,641,902 | 160,123 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $5,954,974 | 160,123 | Shares | Sole | 2025-10-24 |
| 2025-06-30 | $5,106,322 | 160,123 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $4,826,107 | 160,123 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $4,051,111 | 160,123 | Shares | Sole | 2025-02-20 |
| 2024-09-30 | $4,065,522 | 160,123 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $3,596,362 | 160,123 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $3,439,442 | 160,123 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $3,196,055 | 160,123 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $2,864,600 | 160,123 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $2,978,287 | 160,123 | Shares | Sole | 2023-07-26 |
| 2023-03-31 | $3,058,349 | 160,123 | Shares | Sole | 2023-04-19 |
| 2022-12-31 | $2,832,575 | 160,123 | Shares | Sole | 2023-01-24 |
| 2022-09-30 | $2,582,783 | 160,123 | Shares | Sole | 2022-11-07 |
| 2022-06-30 | $2,845,522 | 162,323 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $3,056,542 | 162,323 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $2,886,102 | 162,323 | Shares | Sole | 2022-02-18 |