Monroe Cap shares owned by Forum Financial Management
Quarter-by-quarter ownership of Monroe Cap (MRCC) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Monroe Cap
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All positions including Monroe Cap held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Monroe Cap by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $104k | 15k | 7.02 |
| 2025-06-30 | $94k | 15k | 6.36 |
| 2023-12-31 | $387k | 55k | 7.07 |
| 2023-09-30 | $149k | 20k | 7.45 |
| 2023-06-30 | $164k | 20k | 8.18 |
| 2023-03-31 | $153k | 20k | 7.65 |
| 2022-12-31 | $171k | 20k | 8.54 |
| 2022-09-30 | $145k | 20k | 7.25 |
| 2022-06-30 | $181k | 20k | 9.05 |
| 2022-03-31 | $215k | 20k | 10.75 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management