Forum Private Client Group LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Fishers, IN
CIK
0001910636
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 72 191,535 VYM, JCPB, IWY, IAGG 13F-HR 1/19/2024 000110465924005212
Q3 2023 3 13,244 DO, JPC, SMLP 13F-HR 11/8/2023 000110465923115649
Q2 2023 69 174,642 VYM, IAGG, IWY, JCPB 13F-HR 8/2/2023 000110465923086728
Q1 2023 68 158,243 VYM, IAGG, IUSB, AGG 13F-HR 5/15/2023 000110465923060894
Q4 2022 66 144,743 VYM, IAGG, IUSB, USMV 13F-HR 2/10/2023 000110465923018358
Q3 2022 65 133,757 VYM, IAGG, AGG, IUSB 13F-HR 11/10/2022 000110465922117109
Q2 2022 66 137,522 VYM, IAGG, AGG, USMV 13F-HR 8/4/2022 000110465922086338
Q1 2022 64 128,797 VYM, IAGG, AGG, USMV 13F-HR 8/4/2022 000110465922086337