Forum Financial Management, LP

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Lombard, IL
CIK
0001911832
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 640 4,522,969 13F-HR 11/6/2023 000191183223000005 Forum Financial Management, LP
Q2 2023 659 4,463,839 13F-HR 7/26/2023 000191183223000004 Forum Financial Management, LP
Q1 2023 620 3,459,772 13F-HR 4/19/2023 000191183223000003 Forum Financial Management, LP
Q4 2022 594 3,035,412 13F-HR 1/24/2023 000191183223000001 Forum Financial Management, LP
Q3 2022 543 2,074,124 13F-HR 11/7/2022 000160658722002161 Forum Financial Management, LP
Q2 2022 576 1,985,706 13F-HR 8/15/2022 000160658722001775 Forum Financial Management, LP
Q1 2022 611 2,072,625 13F-HR 5/16/2022 000160658722001197 Forum Financial Management, LP
Q4 2021 657 1,943,964 13F-HR 2/18/2022 000160658722000600 Forum Financial Management, LP