Position in SD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$342,500
-$65,250 QoQ
Shares Held
25,000
0.0% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#66
of 165 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Forum Financial Management, LP holds $5,151,796 across 4 Oil & Gas E&P names. SD ranks #3 (6.6% of the industry book) .
All Filings in SD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,500 | 25,000 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $407,750 | 25,000 | Shares | Other | 2026-04-23 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||