Notify me when Forum Financial Management, LP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 1,012 | $7,686,909,297 | +$282,493,937 | -$57,385,339 | +$225,108,598 | DFAC, TLH, DFAT, DFEM, DFIC | 13F-HR | 27 Jan 2026, 09:35 |
| Q3 2025 | 1,008 | $7,307,417,999 | +$420,717,741 | -$99,894,036 | +$320,823,705 | DFAC, TLH, DFAT, DFEM, DFIC | 13F-HR | 24 Oct 2025, 11:41 |
| Q2 2025 | 952 | $6,574,149,488 | +$213,760,148 | -$86,914,802 | +$126,845,346 | DFAC, TLH, DFAT, DFEM, DFIC | 13F-HR | 30 Jul 2025, 14:37 |
| Q1 2025 | 867 | $6,041,849,330 | +$364,053,512 | -$353,605,747 | +$10,447,765 | DFAC, TLH, DFAT, DFIC, DFEM | 13F-HR | 02 May 2025, 15:48 |
| Q4 2024 | 891 | $6,035,606,006 | +$532,236,960 | -$308,221,605 | +$224,015,355 | DFAC, TLH, DFAT, DFEM, DFIC | Restatement | 20 Feb 2025, 17:13 |
| Q3 2024 | 767 | $6,010,030,177 | +$156,456,444 | -$44,334,137 | +$112,122,307 | DFAC, TLH, DFAT, DFIC, DFEM | 13F-HR | 29 Oct 2024, 13:30 |
| Q2 2024 | 716 | $5,527,013,773 | +$71,337,795 | -$376,645,379 | -$305,307,584 | DFAC, TLH, DFAT, DFEM, DFIC | 13F-HR | 30 Jul 2024, 14:02 |
| Q1 2024 | 741 | $5,852,062,643 | +$412,969,527 | -$105,527,988 | +$307,441,539 | DFAC, TLH, DFAT, DFIC, DFEM | 13F-HR | 09 May 2024, 17:29 |
| Q4 2023 | 687 | $5,306,964,027 | +$352,268,633 | -$54,577,193 | +$297,691,440 | DFAC, TLH, DFAT, DFIC, DFEM | 13F-HR | 07 Feb 2024, 17:20 |
| Q3 2023 | 640 | $4,522,969,068 | +$266,695,050 | -$32,931,198 | +$233,763,852 | DFAC, TLH, DFAT, DFIC, DFEM | 13F-HR | 03 Nov 2023, 18:00 |
| Q2 2023 | 660 | $4,463,839,836 | +$953,203,871 | -$37,964,572 | +$915,239,299 | DFAC, TLH, DFAT, DFIC, DFEM | 13F-HR | 26 Jul 2023, 17:12 |
| Q1 2023 | 620 | $3,459,702,875 | +$321,580,733 | -$28,241,999 | +$293,338,734 | DFAC, TLH, DFAT, DFIC, DFEM | 13F-HR | 19 Apr 2023, 13:23 |
| Q4 2022 | 595 | $3,035,381,200 | +$1,072,879,833 | -$294,855,395 | +$778,024,438 | DFAC, TLH, DFAT, DFIC, DFEM | 13F-HR | 24 Jan 2023, 12:14 |
| Q3 2022 | 543 | $2,074,124,000 | +$247,848,283 | -$33,543,746 | +$214,304,537 | DFAC, VGLT, DFAT, AMGN, DFUS | 13F-HR | 07 Nov 2022, 14:39 |
| Q2 2022 | 575 | $1,985,254,000 | +$243,577,397 | -$40,668,224 | +$202,909,173 | DFAC, VGLT, DFAT, AMGN, DFUS | 13F-HR | 15 Aug 2022, 09:13 |
| Q1 2022 | 611 | $2,072,623,000 | +$243,193,291 | -$40,235,278 | +$202,958,013 | DFAC, VGLT, DFAT, AMGN, DFUS | 13F-HR | 16 May 2022, 13:03 |
| Q4 2021 | 657 | $1,943,964,000 | $0 | $0 | $0 | DFAC, DFAT, VGLT, AMGN, DFUS | 13F-HR | 18 Feb 2022, 11:52 |