Forum Financial Management, LP

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Lombard, IL
CIK
0001911832
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 687 5,306,964 DFAC, TLH, DFAT, DFIC 13F-HR 2/7/2024 000191183224000002
Q3 2023 640 4,522,969 DFAC, TLH, DFAT, DFIC 13F-HR 11/6/2023 000191183223000005
Q2 2023 659 4,463,839 DFAC, TLH, DFAT, DFIC 13F-HR 7/26/2023 000191183223000004
Q1 2023 620 3,459,772 DFAC, TLH, DFAT, DFIC 13F-HR 4/19/2023 000191183223000003
Q4 2022 594 3,035,412 DFAC, TLH, DFAT, DFIC 13F-HR 1/24/2023 000191183223000001
Q3 2022 543 2,074,124 DFAC, VGLT, DFAT, AMGN 13F-HR 11/7/2022 000160658722002161
Q2 2022 576 1,985,706 DFAC, VGLT, DFAT, AMGN 13F-HR 8/15/2022 000160658722001775
Q1 2022 611 2,072,625 DFAC, VGLT, DFAT, AMGN 13F-HR 5/16/2022 000160658722001197
Q4 2021 657 1,943,964 DFAC, DFAT, VGLT, AMGN 13F-HR 2/18/2022 000160658722000600