Forum Financial Management, LP
Holdings in SD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $412,568 | 28,591 | Shares | Other | 2026-01-27 |
| 2025-09-30 | $322,506 | 28,591 | Shares | Other | 2025-10-24 |
| 2025-06-30 | $309,354 | 28,591 | Shares | Other | 2025-07-30 |
| 2025-03-31 | $326,509 | 28,591 | Shares | Other | 2025-05-02 |
| 2024-12-31 | $334,800 | 28,591 | Shares | Other | 2025-02-20 |
| 2024-09-30 | $393,659 | 32,188 | Shares | Other | 2024-10-29 |
| 2024-06-30 | $416,190 | 32,188 | Shares | Other | 2024-07-30 |
| 2024-03-31 | $468,979 | 32,188 | Shares | Other | 2024-05-09 |
| 2023-12-31 | $440,009 | 32,188 | Shares | Other | 2024-02-07 |
| 2023-09-30 | $519,677 | 33,185 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $506,071 | 33,185 | Shares | Sole | 2023-07-26 |
| 2023-03-31 | $374,616 | 25,997 | Shares | Sole | 2023-04-19 |
| 2022-12-31 | $442,728 | 25,997 | Shares | Sole | 2023-01-24 |