Current Market Value 1,093,277,952
Current Holdings 141
Most Recent File Date 2025-07-18
Total Filings on Record 49
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Forbes J M & Co Llp . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-18 2025-06-30 13F-HR 141 1,093,278
2025-05-06 2025-03-31 13F-HR 139 1,032,506
2025-01-28 2024-12-31 13F-HR 141 1,038,980
2024-10-24 2024-09-30 13F-HR 138 1,023,935
2024-07-30 2024-06-30 13F-HR 133 975,932
2024-04-11 2024-03-31 13F-HR 131 922,573
2024-02-08 2023-12-31 13F-HR 127 860,615
2023-11-02 2023-09-30 13F-HR 125 769,382
2023-08-03 2023-06-30 13F-HR 125 804
2023-05-15 2023-03-31 13F-HR 108 731
2023-02-14 2022-12-31 13F-HR 107 693
2022-11-14 2022-09-30 13F-HR 107 639,293
2022-07-22 2022-06-30 13F-HR 114 679,461
2022-05-09 2022-03-31 13F-HR 117 790,812
2022-02-11 2021-12-31 13F-HR 117 870,637
2021-11-05 2021-09-30 13F-HR 114 792,262
2021-08-03 2021-06-30 13F-HR 119 792,765
2021-05-14 2021-03-31 13F-HR 107 717,496
2021-02-11 2020-12-31 13F-HR 107 680,078
2020-11-13 2020-09-30 13F-HR 103 624,973
2020-08-10 2020-06-30 13F-HR 98 560,619
2020-05-15 2020-03-31 13F-HR 91 447,954
2020-02-07 2019-12-31 13F-HR 107 611,186
2019-11-07 2019-09-30 13F-HR 103 519,868
2019-08-02 2019-06-30 13F-HR 104 518,064
2019-05-07 2019-03-31 13F-HR 102 466,806
2019-01-25 2018-12-31 13F-HR 102 423,257
2018-11-02 2018-09-30 13F-HR 106 470,395
2018-08-10 2018-06-30 13F-HR 106 446,726
2018-04-18 2018-03-31 13F-HR 108 429,441
2018-02-09 2017-12-31 13F-HR 111 433,049
2017-11-13 2017-09-30 13F-HR 105 400,951
2017-08-10 2017-06-30 13F-HR 105 392,815
2017-05-12 2017-03-31 13F-HR 106 383,193
2017-02-15 2016-12-31 13F-HR 105 363,302
2016-11-14 2016-09-30 13F-HR 104 366,047
2016-08-05 2016-06-30 13F-HR 102 361,396
2016-05-13 2016-03-31 13F-HR 97 350,244
2016-02-12 2015-12-31 13F-HR 99 373,880
2015-11-12 2015-09-30 13F-HR 102 351,482
2015-07-24 2015-06-30 13F-HR 105 371,440
2015-05-15 2015-03-31 13F-HR 95 377,237
2015-02-11 2014-12-31 13F-HR 93 381,605
2014-11-12 2014-09-30 13F-HR 90 395,636
2014-08-04 2014-06-30 13F-HR 93 401,961
2014-05-09 2014-03-31 13F-HR 87 384,679
2014-02-13 2013-12-31 13F-HR 87 395,470
2013-11-13 2013-09-30 13F-HR 87 353,347
2013-07-26 2013-06-30 13F-HR 79 335,569