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Forum Financial Management, LP → SCL

Forum Financial Management, LP SCL Position History

Stepan Company

Quarters held
5
Latest value
$368K
Q3 2026
Peak value
$368K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$298K
Q4 2025$296K
Q1 2026$295K
Q2 2026$328K
Q3 2026$368K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$368K5.9K——
Q2 2026$328K5.9K——
Q1 2026$295K5.9K——
Q4 2025$296K6.3K——
Q3 2025$298K6.3K——

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