Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001911832-25-000007
Filing Date
2025-07-30
Accepted
2025-07-30 14:37:20
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-07-30

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 3305
2 13f2Q25xmlfile.html INFORMATION TABLE  
2 13f2Q25xmlfile.xml INFORMATION TABLE 560305
  Complete submission text file 0001911832-25-000007.txt   564843
Mailing Address 1900 S. HIGHLAND AVE. SUITE 100 LOMBARD IL 60148
Business Address 1900 S. HIGHLAND AVE. SUITE 100 LOMBARD IL 60148 630-873-8512
Forum Financial Management, LP (Filer) CIK: 0001911832 (see all company filings)

EIN.: 383649535 | State of Incorp.: DE | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-22291 | Film No.: 251166263