| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 37.5% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 11.3% |
| Amgen Inc Com | 11 | Q2 2024 | 5.8% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 3.7% |
| APPLE INC | 11 | Q2 2024 | 2.8% |
| Old Second Bncp Inc Del | 11 | Q2 2024 | 2.2% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 1.5% |
| Ishares Trust NATL Amt Free Muni Bond | 11 | Q2 2024 | 1.4% |
| CME GROUP INCCOM | 11 | Q2 2024 | 1.3% |
| MICROSOFT CORP | 11 | Q2 2024 | 0.8% |
View Forum Financial Management, LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-30 |
| N-PX | 2024-07-30 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-15 |
View Forum Financial Management, LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.