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Forum Private Client Group LLC

SEC CIK
0001910636
Latest filing
Aug 12, 2026

SMLP holding history

Summit Midstream Partners, LP in every 13F filed by Forum Private Client Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SMLP overviewAll 13F holders of SMLPFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2023
Holdings of SMLP by Forum Private Client Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−12,350−100.0%Sold outHolders
Q3 202312,350$171.0K1.3%+12,350NewHolders