Forum Financial Management, LP's ownership history for DFIP

Forum Financial Management, LP currently holds 146.5K shares with a market value of $6.0M. It started holding DFIP on 2024-09-30. At its peak, it held 240.2K shares on 2025-09-30. Its highest holding value was $10.1M on 2025-09-30. At its lowest, it held 63.5K shares on 2024-12-31, with a value of $2.6M on 2024-12-31. In the recent 180 days, Forum Financial Management, LP has decreased its shares by 17.6K. In the recent year, Forum Financial Management, LP has increased its shares by 63.4K.