Forum Financial Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Forum Financial Management going back to Feb. 18, 2022
- Forum Financial Management 2026 Q1 - filed April 23, 2026 - new!
- Forum Financial Management 2025 Q4 - filed Jan. 27, 2026
- Forum Financial Management 2025 Q3 - filed Oct. 24, 2025
- Forum Financial Management 2025 Q2 - filed July 30, 2025
- Forum Financial Management 2025 Q1 - filed May 2, 2025
- Forum Financial Management 2024 Q4 restated - filed Feb. 20, 2025
- Forum Financial Management 2024 Q3 - filed Oct. 29, 2024
- Forum Financial Management 2024 Q2 - filed July 30, 2024
- Forum Financial Management 2024 Q1 - filed May 9, 2024
- Forum Financial Management 2023 Q4 - filed Feb. 7, 2024
- Forum Financial Management 2023 Q3 - filed Nov. 6, 2023
- Forum Financial Management 2023 Q2 - filed July 26, 2023
- Forum Financial Management 2023 Q1 - filed April 19, 2023
- Forum Financial Management 2022 Q4 - filed Jan. 24, 2023
- Forum Financial Management 2022 Q3 - filed Nov. 7, 2022
- Forum Financial Management 2022 Q2 - filed Aug. 15, 2022
- Forum Financial Management 2022 Q1 - filed May 16, 2022
- Forum Financial Management 2021 Q4 - filed Feb. 18, 2022