Forum Financial Management, LP
Position in SSII — SS Innovations International, Inc.
CIK 1911832
LOMBARD, IL
Position in SSII
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$159,646
-$32,699 QoQ
Shares Held
38,469
0.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#9
of 23 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SSII Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Forum Financial Management, LP holds $4,702,248 across 5 Medical Devices names. SSII ranks #3 (3.4% of the industry book) .
All Filings in SSII
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $159,646 | 38,469 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $192,345 | 38,469 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $218,503 | 38,469 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $347,548 | 53,469 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $344,382 | 58,469 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||