Forum Financial Management, LP

Position in SG — Sweetgreen, Inc.

CIK 1911832 LOMBARD, IL

Position in SG

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$96,910

+$39,820 QoQ

Shares Held

11,000

0.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#159

of 232 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Forum Financial Management, LP holds $4,539,197 across 5 Restaurants names. SG ranks #5 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	9,360	$2,530,101
2	SBUX	Starbucks Corp	14,504	$1,482,163
3	BROS	Dutch Bros Inc.	3,012	$216,291
4	YUM	Yum Brands Inc	1,337	$213,732
5	SG	Sweetgreen, Inc. This page	11,000	$96,910

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$96,910	11,000	0.0%	Shares	Sole	2026-07-23
2026-03-31	$57,090	11,000	-8.6%	Shares	Sole	2026-04-23
2025-12-31	$81,356	12,035	0.0%	Shares	Sole	2026-01-27
2025-09-30	$96,039	12,035	0.0%	Shares	Sole	2025-10-24
2025-06-30	$179,080	12,035	+1.1%	Shares	Sole	2025-07-30
2025-03-31	$297,813	11,903	+46.7%	Shares	Sole	2025-05-02
2024-12-31	$260,070	8,112	+17.5%	Shares	Sole	2025-02-20
2024-09-30	$244,711	6,903	0.0%	Shares	Sole	2024-10-29
2024-06-30	$208,056	6,903	-31.1%	Shares	Sole	2024-07-30
2024-03-31	$253,130	10,021	+0.2%	Shares	Sole	2024-05-09
2023-12-31	$113,011	10,001	-11.2%	Shares	Sole	2024-02-07
2023-09-30	$132,328	11,262	+12.6%	Shares	Sole	2023-11-06
2023-06-30	$128,200	10,000	—	Shares	Sole	2023-07-26
No filing history on record for this holder in this stock.