Forum Financial Management, LP

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 30, 2024
Value $
$5.53B
Signature - Title
Allison Tronnes - Chief Compliance Officer
Location
1900 S. Highland Ave., Suite 100, Lombard, IL
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 716 $5.53B +$71.3M -$377M -$305M DFAC, TLH, DFAT, DFEM, DFIC 13F-HR 7/30/2024, 02:02 PM
Q1 2024 741 $5.85B +$413M -$106M +$307M DFAC, TLH, DFAT, DFIC, DFEM 13F-HR 5/9/2024, 05:29 PM
Q4 2023 687 $5.31B +$352M -$54.6M +$298M DFAC, TLH, DFAT, DFIC, DFEM 13F-HR 2/7/2024, 05:20 PM
Q3 2023 640 $4.52B +$267M -$32.8M +$234M DFAC, TLH, DFAT, DFIC, DFEM 13F-HR 11/3/2023, 06:00 PM
Q2 2023 659 $4.46B +$953M -$38M +$915M DFAC, TLH, DFAT, DFIC, DFEM 13F-HR 7/26/2023, 05:12 PM
Q1 2023 619 $3.46B +$321M -$28.2M +$293M DFAC, TLH, DFAT, DFIC, DFEM 13F-HR 4/19/2023, 01:23 PM
Q4 2022 594 $3.03B +$1.07B -$295M +$778M DFAC, TLH, DFAT, DFIC, DFEM 13F-HR 1/24/2023, 12:14 PM
Q3 2022 543 $2.07B +$248M -$33.5M +$214M DFAC, VGLT, DFAT, AMGN, DFUS 13F-HR 11/7/2022, 02:39 PM
Q2 2022 575 $1.99B +$244M -$40.7M +$203M DFAC, VGLT, DFAT, AMGN, DFUS 13F-HR 8/15/2022, 09:13 AM
Q1 2022 611 $2.07B +$243M -$40.2M +$203M DFAC, VGLT, DFAT, AMGN, DFUS 13F-HR 5/16/2022, 01:03 PM
Q4 2021 657 $1.94B $0 $0 DFAC, DFAT, VGLT, AMGN, DFUS 13F-HR 2/18/2022, 11:52 AM