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CIK 0001911832 • 7 13F filings • May 2, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("forum-financial-management-lp","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001911832-25-000010 |
| $7.31B |
| View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0001911832-26-000005 | $7.79B | View |
| Jul 30, 2025 | Q2 2025 | 13F-HR | 0001911832-25-000007 | $6.57B | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001911832-26-000004 | $7.07B | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0001911832-25-000004 | $6.04B | View |