Forum Financial Management, LP
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-02
- Total Holdings
- 968
- Total Value
- 6041849330
- Accession Number
- 0001911832-25-000004
- Form Type
- 13F-HR
- CIK
- 0001911832
- Manager Name
- Forum Financial Management, LP
Data Enrichment
89% identified858 identified110 unidentified
Holdings
968 positions
Manager:
Search and click to pin securities to the top
Page 12 of 44
78464A797
Shares:
16983(+0.0%)
Value:
$899.4M(-4.5%)
25434V740
Shares:
32208(-0.3%)
Value:
$871.2M(+2.9%)
25434V591
Shares:
16496
Value:
$836.9M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Ing Groep Nv(INGcusip456837103) | 47.3K | QoQ 0.00% (+0) | All Managers (Combined) | $926.3K | |
General Motors Co(GMcusip37045V100) | 19.6K | All Managers (Combined) | $919.7K | ||
(cusip78464A797)✕ | 17.0K | QoQ +0.02% (-4)YoY NEW(+17.0K) | All Managers (Combined) | $899.4K | YoY NEW(+$899.4K) |
26.5K | QoQ NEW(+26.5K) | All Managers (Combined) | $893.8K | QoQ NEW(+$893.8K) | |
28.8K | QoQ 0.00% (+0) | All Managers (Combined) | $891.5K | ||
622 | QoQ -0.16% (-1)YoY -6.18% (-41) | All Managers (Combined) | $891.4K | ||
9.8K | QoQ -1.82% (-182)YoY -2.74% (-276) | All Managers (Combined) | $886.7K | ||
3.9K | QoQ NEW(+3.9K) | All Managers (Combined) | $882.6K | QoQ NEW(+$882.6K) | |
5.1K | QoQ +0.43% (+22) | All Managers (Combined) | $878.0K | ||
(cusip25434V740)✕ | 32.2K | All Managers (Combined) | $871.2K | ||
1.4K | QoQ +3.29% (-45)YoY -4.66% (-69) | All Managers (Combined) | $857.3K | ||
20.7K | All Managers (Combined) | $854.7K | |||
20.4K | All Managers (Combined) | $853.7K | |||
8.9K | QoQ 0.00% (+0)YoY -3.85% (-355) | All Managers (Combined) | $852.4K | ||
(cusip25434V591)✕ | 16.5K | QoQ NEW(+16.5K) YoY NEW(+16.5K) | All Managers (Combined) | $836.9K | QoQ NEW(+$836.9K) YoY NEW(+$836.9K) |
42.0K | All Managers (Combined) | $831.7K | |||
Hershey Co(HSYcusip427866108) | 4.8K | All Managers (Combined) | $820.4K | ||
12.0K | All Managers (Combined) | $815.6K | |||
3.2K | YoY -2.43% (-80) | All Managers (Combined) | $814.3K | ||
3.9K | QoQ +0.51% (+20) | All Managers (Combined) | $810.3K |