Forum Financial Management, LP
Holdings in SAN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,983,455 | 254,344 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $2,665,525 | 254,344 | Shares | Sole | 2025-10-24 |
| 2025-06-30 | $2,111,055 | 254,344 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $1,722,114 | 257,032 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $1,172,065 | 257,032 | Shares | Sole | 2025-02-20 |
| 2024-09-30 | $1,043,944 | 204,695 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $947,737 | 204,695 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $990,723 | 204,695 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $847,437 | 204,695 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $673,156 | 179,031 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $664,205 | 179,031 | Shares | Sole | 2023-07-26 |
| 2023-03-31 | $660,753 | 179,066 | Shares | Sole | 2023-04-19 |
| 2022-12-31 | $559,851 | 189,780 | Shares | Sole | 2023-01-24 |
| 2022-09-30 | $440,289 | 189,780 | Shares | Sole | 2022-11-07 |
| 2022-06-30 | $531,384 | 189,780 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $641,456 | 189,780 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $624,376 | 189,780 | Shares | Sole | 2022-02-18 |