Forum Financial Management, LP

Q1 2023 vs. Q2 2023 13F Holdings

Period
Q1 2023
Q2 2023
Holdings as of
3/31/2023
6/30/2023
Value ($000)
$3,459,773
$4,463,840
Num holdings
620
659
Form type
13F-HR
13F-HR
Date filed
4/19/2023
7/26/2023
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q1 2023 Q2 2023 Diff Chg % Q1 2023 Q2 2023 Diff Chg %