• 13F History

Forum Private Client Group LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$225M
Signature - Title
Gery Sadzewicz - CCO
Location
Fishers, IN
Summary
This page shows a list of all the recent 13F filings made by Forum Private Client Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Forum Private Client Group LLC reported 75 stock holdings with total value $225M as of Q4 2024. Top holdings included JCPB, VYM, DFAS, IWY, and IUSB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 75 $225M +$10.8M -$6.24M +$4.57M JCPB, VYM, DFAS, IWY, IUSB 13F-HR 2/13/2025, 08:44 AM
Q3 2024 74 $225M +$8.51M -$5.65M +$2.85M JCPB, VYM, DFAS, IWY, IUSB 13F-HR 11/12/2024, 12:08 PM
Q2 2024 74 $210M +$7.64M -$5.54M +$2.1M JCPB, VYM, IWY, DFAS, IAGG 13F-HR 8/13/2024, 10:39 AM
Q1 2024 72 $207M +$16.3M -$7.03M +$9.22M VYM, JCPB, IWY, DFAS, IAGG 13F-HR 5/15/2024, 02:19 PM
Q4 2023 72 $192M +$192M -$13.2M +$178M VYM, JCPB, IWY, IAGG, DFAS 13F-HR 1/19/2024, 04:11 PM
Q3 2023 72 $13.2M +$13.2M -$175M -$161M DO, JPC, SMLP 13F-HR 11/8/2023, 02:03 PM
Q2 2023 69 $175M +$16.3M -$4.5M +$11.8M VYM, IAGG, IWY, JCPB, IUSB 13F-HR 8/2/2023, 02:17 PM
Q1 2023 68 $158M +$11.4M -$3.04M +$8.36M VYM, IAGG, IUSB, AGG, IWY 13F-HR 5/15/2023, 04:57 PM
Q4 2022 66 $145M +$5.74M -$2.83M +$2.91M VYM, IAGG, IUSB, USMV, AGG 13F-HR 2/10/2023, 01:11 PM
Q3 2022 65 $134M +$7.76M -$3.14M +$4.62M VYM, IAGG, AGG, IUSB, USMV 13F-HR 11/10/2022, 03:02 PM
Q2 2022 66 $138M +$23M -$856K +$22.1M VYM, IAGG, AGG, USMV, IUSB 13F-HR 8/4/2022, 08:39 PM
Q1 2022 64 $129M VYM, IAGG, AGG, USMV, EFAV 13F-HR 8/4/2022, 08:38 PM