FORA FORIAN ORD

Ownership history in STALEY CAPITAL ADVISERS INC  ·  17 quarters on record

AI Ownership Summary

STALEY CAPITAL ADVISERS INC reported FORIAN ORD (FORA) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.17% in 2024 Q1. The latest visible filing shows FORA at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FORA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STALEY CAPITAL ADVISERS INC's position in FORIAN ORD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FORA was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How STALEY CAPITAL ADVISERS INC held FORA — position size vs. price
% of Fund (quarterly)    FORA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 1,099,600 0% 0.10% $2.3M 2026-02-14 (Est.) $2.10
2025 Q3 UNCHANGED 1,099,600 0% 0.10% $2.5M 2025-11-12 $2.15
2025 Q2 UNCHANGED 1,099,600 0% 0.09% $2.2M 2025-08-14 $1.93
2025 Q1 REDUCED 1,099,600 -400 -0.0% 0.10% $2.2M 2025-05-12 $1.99
2024 Q4 UNCHANGED 1,100,000 0% 0.10% $2.3M 2025-02-07 $2.48
2024 Q3 UNCHANGED 1,100,000 0% 0.11% $2.4M 2024-11-08 $2.02
2024 Q2 UNCHANGED 1,100,000 0% 0.13% $2.9M 2024-08-13 $2.47
2024 Q1 REDUCED 1,100,000 -8,003 -0.7% 0.17% $3.7M 2024-05-06 $2.60
2023 Q4 ADDED 1,108,003 +8,003 +0.7% 0.16% $3.2M 2024-02-12 $2.73
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About STALEY CAPITAL ADVISERS INC and FORA

These are the practical questions this page is built to answer before you even open the full history table.

How long has STALEY CAPITAL ADVISERS INC reported owning FORA?

STALEY CAPITAL ADVISERS INC reported FORA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported FORA position in STALEY CAPITAL ADVISERS INC's portfolio?

The largest reported portfolio weight for FORA was 0.17% in 2024 Q1.

What is the latest reported FORA position on this page?

The most recent filing on this page is 2025 Q4, when STALEY CAPITAL ADVISERS INC reported 1,099,600 shares, equal to 0.10% of portfolio, with an estimated market value of $2.3M.

What does the chart on this FORA ownership page compare?

The chart compares STALEY CAPITAL ADVISERS INC's quarterly FORA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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