Forum Financial Management, LP

Q1 2026 13F Holdings

Location
Lombard, IL
Holdings as of
3/31/2026
Value ($000)
$7,067,772
Num holdings
331
Date filed
4/23/2026
Form type
13F-HR
Prev filing
1/27/2026
Next filing
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type