FORA — Forian

Ownership history in Aufman Associates Inc  ·  10 quarters on record

This page tracks every 13F SEC filing in which Aufman Associates Inc reported a position in Forian (FORA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.12% (2024 Q1)
Avg. % of fund
0.08%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 52,657 — 0% 0.06% $112K $2.12
2025 Q3 UNCHANGED 52,657 — 0% 0.07% $118K $2.25
2025 Q2 UNCHANGED 52,657 — 0% 0.06% $103K $1.96
2025 Q1 UNCHANGED 52,657 — 0% 0.07% $105K $2.00
2024 Q4 UNCHANGED 52,657 — 0% 0.07% $108K $2.06
2024 Q3 UNCHANGED 52,657 — 0% 0.07% $114K $2.16
2024 Q2 UNCHANGED 52,657 — 0% 0.10% $140K $2.65
2024 Q1 UNCHANGED 52,657 — 0% 0.12% $175K $3.32
2023 Q4 UNCHANGED 52,657 — 0% 0.12% $154K $2.92
2023 Q3 INITIATED 52,657 — — 0.10% $117K —
% of Fund (quarterly)    FORA price (monthly, adj. close)

Other funds also holding FORA

As of 2025 Q4 — sorted by position size

ORACLE INVESTMENT MANAGEMENT INC 3Y 7Y 1.72% STALEY CAPITAL ADVISERS INC 3Y 7Y 0.1% Canton Hathaway, LLC 3Y 7Y 0.02% American Capital Advisory, LLC 0.01% Portland Global Advisors LLC 3Y 7Y 0.01% Caprock Group, LLC 3Y 7Y 0.0% XTX Topco Ltd 3Y 0.0% RENAISSANCE TECHNOLOGIES LLC 3Y 7Y 0.0% Tower Research Capital LLC (TRC) 3Y 7Y 0.0% VANGUARD GROUP INC 3Y 7Y 0.0%
← Back to Aufman Associates Inc Holdings