Forum Financial Management, LP
Holdings in TM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,383,306 | 20,477 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $3,912,949 | 20,477 | Shares | Sole | 2025-10-24 |
| 2025-06-30 | $3,522,200 | 20,447 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $3,967,864 | 22,477 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $4,374,248 | 22,477 | Shares | Sole | 2025-02-20 |
| 2024-09-30 | $3,088,725 | 17,297 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $3,549,465 | 17,317 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $4,358,342 | 17,317 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $3,247,293 | 17,708 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $3,109,135 | 17,297 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $2,780,492 | 17,297 | Shares | Sole | 2023-07-26 |
| 2023-03-31 | $2,451,237 | 17,300 | Shares | Sole | 2023-04-19 |
| 2022-12-31 | $2,362,424 | 17,297 | Shares | Sole | 2023-01-24 |
| 2022-09-30 | $2,251,020 | 17,277 | Shares | Sole | 2022-11-07 |
| 2022-06-30 | $2,656,503 | 17,231 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $3,105,887 | 17,231 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $3,191,977 | 17,226 | Shares | Sole | 2022-02-18 |