$1.94 Billion is the total value of Forum Financial Management, LP's 657 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 37.5% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 11.3% |
| Amgen Inc Com | 8 | Q3 2023 | 5.8% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 3.7% |
| APPLE INC | 8 | Q3 2023 | 2.8% |
| Old Second Bncp Inc Del | 8 | Q3 2023 | 2.2% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 1.5% |
| Ishares Trust NATL Amt Free Muni Bond | 8 | Q3 2023 | 1.4% |
| CME GROUP INCCOM | 8 | Q3 2023 | 1.3% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 0.7% |
View Forum Financial Management, LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-18 |
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.