Manager Directed Portfolios shares owned by Forum Financial Management
Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Manager Directed Portfolios
Tip: Access up to 7 years of quarterly data
All positions including Manager Directed Portfolios held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Manager Directed Portfolios by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 1.3M | 10.65 |
| 2025-06-30 | $13M | 1.2M | 10.46 |
| 2025-03-31 | $12M | 1.2M | 10.14 |
| 2024-12-31 | $12M | 1.2M | 10.12 |
| 2024-09-30 | $220k | 20k | 11.11 |
| 2024-06-30 | $211k | 22k | 9.67 |
| 2024-03-31 | $188k | 19k | 9.81 |
| 2023-12-31 | $215k | 22k | 9.96 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management