Forum Financial Management, LP
Holdings in SMFG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,051,316 | 209,587 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $3,508,486 | 209,587 | Shares | Sole | 2025-10-24 |
| 2025-06-30 | $3,166,859 | 209,587 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $3,433,975 | 222,120 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $3,218,518 | 222,120 | Shares | Sole | 2025-02-20 |
| 2024-09-30 | $2,439,143 | 193,123 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $2,589,779 | 193,123 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $2,273,057 | 193,123 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $1,827,709 | 188,813 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $1,608,633 | 163,313 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $1,404,491 | 163,313 | Shares | Sole | 2023-07-26 |
| 2023-03-31 | $1,306,896 | 163,362 | Shares | Sole | 2023-04-19 |
| 2022-12-31 | $1,309,914 | 163,331 | Shares | Sole | 2023-01-24 |
| 2022-09-30 | $881,721 | 160,313 | Shares | Sole | 2022-11-07 |
| 2022-06-30 | $945,846 | 160,313 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $1,005,162 | 160,313 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $1,088,525 | 160,313 | Shares | Sole | 2022-02-18 |