Entity type
Company
Filer Snapshot
Forward Management, LLC
CIK 0001385864. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
39
Latest filing
13 Jan 2023
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q3 2022. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$907.11M
32 holdings for Q3 2022
Open portfolioLargest parsed holding
BIL
$345.2M reported value
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
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Source: SEC Form 13F
View source filing
13F-HR filed on 13 Jan 2023 for CIK 0001385864.
- Business address
- 244 California Street, Suite 200, San Francisco, CA, 94111
- Incorporated in
- DE
- Fiscal year end
- 31 December
At a glance
Names, identifiers, and filing context for this profile.
1 identity field
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Filer intelligence
What SEC filings say about Forward Management, LLC
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $907.11M across 32 reported holdings for Q3 2022.
- Largest parsed 13F holding: BIL at $345.2M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
90%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$814.47M
Compared with $907.11M total 13F value.
Top 5 net change
+$53.36M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: SPY ยท Largest trim: BIL
BIL
SH
SPY
RLJPRA
LXPPRC
Other holdings
Latest update
What changed recently for Forward Management, LLC
Latest 13F period: Q4 2022. Open the source-backed page to inspect the fresh filing or facts context.
Update date
13 Jan 2023
Page type
Filer profile
Latest period
Q4 2022
Institutional portfolio context was refreshed from a 13F filing filed on 13 Jan 2023.
Benchmark Context
Benchmark context for this company
Forward Management, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q4 2022. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0001385864 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
39
First seen
31 Jan 2014
Latest filing
13 Jan 2023
Entity
Company
Observed form types
13F-HR
13F-HR/A
CIK-linked evidence first
Latest Filings
Showing the latest 12 of 39 SEC filings for Forward Management, LLC.
13F-HR
13F-HR filing
- Filing date
- 13 Jan 2023
- Reporting date
- 31 Dec 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 03 Nov 2022
- Reporting date
- 30 Sep 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 03 Aug 2022
- Reporting date
- 30 Jun 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 02 May 2022
- Reporting date
- 31 Mar 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 04 Feb 2022
- Reporting date
- 31 Dec 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 05 Nov 2021
- Reporting date
- 30 Sep 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 06 Aug 2021
- Reporting date
- 30 Jun 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 10 May 2021
- Reporting date
- 31 Mar 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 05 Feb 2021
- Reporting date
- 31 Dec 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 27 Oct 2020
- Reporting date
- 30 Sep 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 06 Aug 2020
- Reporting date
- 30 Jun 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 05 May 2020
- Reporting date
- 31 Mar 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing