Forum Financial Management, LP
Holdings in WDS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,089,818 | 69,905 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $1,052,070 | 69,905 | Shares | Sole | 2025-10-24 |
| 2025-06-30 | $873,245 | 56,594 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $1,065,304 | 73,520 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $1,147,473 | 73,556 | Shares | Sole | 2025-02-20 |
| 2024-09-30 | $449,808 | 26,091 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $490,320 | 26,067 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $370,323 | 18,544 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $391,303 | 18,554 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $243,124 | 10,439 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $242,080 | 10,439 | Shares | Sole | 2023-07-26 |
| 2023-03-31 | $232,957 | 10,386 | Shares | Sole | 2023-04-19 |
| 2022-12-31 | $251,445 | 10,386 | Shares | Sole | 2023-01-24 |
| 2022-09-30 | $212,950 | 10,563 | Shares | Sole | 2022-11-07 |
| 2022-06-30 | $227,544 | 10,554 | Shares | Sole | 2022-08-15 |