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  • Home
  • AI Agent
  • Annotations
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  • Pricing and plans
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    APIMCP
    Terms of servicePrivacy policy

  • Get the full experience

    We save the real magic for signed-in users.

Forum Funds​
HomeStock ScreenerDocument SearchChartingWatchlistsRecent Filings
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F

Forum Funds

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Doc SearchProfileEntity Structure

Overview

ProfileEntity Structure

Documents

SEC Filings
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Chronological
By Owner
Chronological
By Owner

SEC Filings

SEC Filings

Financials(425)

Expand
  • N-CENFY 2026ended 30 Jun 202626 Aug
  • N-CENFY 2026ended 30 Apr 202626 Jun
  • N-CENFY 2026ended 31 Mar 20264 Jun
  • N-CEN/AFY 2025ended 31 Dec 20252 Mar
  • N-CENFY 2025ended 31 Dec 202525 Feb
  • N-CENFY 2025ended 31 Aug 20254 Nov 2025
  • N-CENFY 2025ended 30 Jun 20254 Sep 2025
  • N-CENFY 2025ended 30 Apr 202510 Jul 2025
  • N-CENFY 2025ended 31 Mar 20255 Jun 2025
  • N-CENFY 2024ended 31 Dec 202426 Feb 2025
  • N-CENFY 2024ended 31 Aug 202428 Oct 2024
  • N-CENFY 2024ended 30 Jun 202430 Aug 2024
  • N-CENFY 2024ended 30 Apr 20249 Jul 2024
  • N-CENFY 2024ended 31 Mar 202412 Jun 2024
  • N-CENFY 2023ended 31 Dec 202313 Mar 2024

Beneficial Ownership(1)

Expand
  • SC 13G/AVanEck Merk Gold Trust13 Feb 2018

Other Ownership(850)

Expand
  • NPORT-PPortfolio holdings (monthly)07:18AM
  • N-CSRCertified shareholder report4 Nov
  • NPORT-PPortfolio holdings (monthly)27 Oct
  • NPORT-PPortfolio holdings (monthly)16 Sep
  • N-CSRSSemi-annual report (investment companies)2 Sep
  • N-CSRCertified shareholder report1 Sep
  • NPORT-PPortfolio holdings (monthly)28 Aug
  • NPORT-PPortfolio holdings (monthly)26 Aug
  • NPORT-PPortfolio holdings (monthly)26 Aug
  • NPORT-PPortfolio holdings (monthly)26 Aug
  • NPORT-PPortfolio holdings (monthly)26 Aug
  • N-CSRCertified shareholder report26 Aug
  • NPORT-PPortfolio holdings (monthly)26 Aug
  • NPORT-PPortfolio holdings (monthly)21 Aug
  • N-CSRSSemi-annual report (investment companies)18 Aug

Proxies(158)

Expand
  • N-PXAnnual report of proxy voting record24 Aug
  • N-PXAnnual report of proxy voting record21 Aug
  • N-PXAnnual report of proxy voting record21 Aug
  • N-PXAnnual report of proxy voting record21 Aug
  • N-PXAnnual report of proxy voting record21 Aug
  • N-PXAnnual report of proxy voting record10 Aug
  • N-PXAnnual report of proxy voting record10 Aug
  • N-PXAnnual report of proxy voting record10 Aug
  • DEF 14ADefinitive proxy statement23 Jul
  • PRE 14APreliminary proxy statement6 Jul
  • N-PXAnnual report of proxy voting record7 Aug 2025
  • N-PXAnnual report of proxy voting record6 Aug 2025
  • N-PXAnnual report of proxy voting record6 Aug 2025
  • N-PXAnnual report of proxy voting record6 Aug 2025
  • N-PXAnnual report of proxy voting record6 Aug 2025

Registrations(2K)

Expand
  • 24F-2NTNotice of securities sold4 Nov
  • Form 497JCERTIFICATION OF NO CHANGE IN DEFINITIVE MATERIALS2 Nov
  • Form 497JCERTIFICATION OF NO CHANGE IN DEFINITIVE MATERIALS2 Nov
  • 485APOSPost-effective amendment (open-end investment companies)28 Oct
  • 485BPOSPost-effective amendment (investment companies)23 Oct
  • 485BPOSPost-effective amendment (investment companies)21 Oct
  • Form 497SUPPLEMENT19 Oct
  • Form 497JCERTIFICATION OF NO CHANGE IN DEFINITIVE MATERIALS1 Sep
  • 24F-2NTNotice of securities sold26 Aug
  • 485BPOSPost-effective amendment (investment companies)25 Aug
  • Form 497JCERTIFICATION OF NO CHANGE IN DEFINITIVE MATERIALS4 Aug
  • Form 497JCERTIFICATION OF NO CHANGE IN DEFINITIVE MATERIALS4 Aug
  • 24F-2NTNotice of securities sold24 Jul
  • 485BPOSPost-effective amendment (investment companies)22 Jul
  • 485BPOSPost-effective amendment (investment companies)20 Jul

Filing Review Correspondence(20)

Expand
  • CORRESPFiling review correspondence29 Mar 2023
  • CORRESPFiling review correspondence9 Mar 2023
  • CORRESPFiling review correspondence20 Sep 2022
  • CORRESPFiling review correspondence4 Oct 2021
  • CORRESPFiling review correspondence19 Feb 2021
  • CORRESPFiling review correspondence28 Jul 2020
  • CORRESPFiling review correspondence19 Dec 2019
  • CORRESPFiling review correspondence12 Jul 2019
  • CORRESPFiling review correspondence28 Feb 2018
  • CORRESPFiling review correspondence6 Sep 2017
  • CORRESPFiling review correspondence23 Sep 2016
  • CORRESPFiling review correspondence25 Jul 2016
  • CORRESPFiling review correspondence25 Jul 2016
  • CORRESPFiling review correspondence25 Jul 2016
  • CORRESPFiling review correspondence21 Mar 2016

SEC Orders And Notices(13)

Expand
  • 40-APP/AApplication for order (amendment)26 Jul 2019
  • 40-APPApplication for order17 Jun 2019
  • EFFECTNotice of effectiveness14 Aug 2017
  • EFFECTNotice of effectiveness1 Apr 2016
  • 40-APP/AApplication for order (amendment)8 Oct 2015
  • 40-APPEXCEED EXEMPTIVE APPLICATION11 Aug 2015
  • 40-APPABSOLUTE EXEMPTIVE APPLICATION18 May 2015
  • EFFECTNotice of effectiveness14 Dec 2009
  • EFFECTNotice of effectiveness23 Nov 2009
  • EFFECTNotice of effectiveness31 Dec 2007
  • EFFECTNotice of effectiveness1 Nov 2007
  • EFFECTNotice of effectiveness27 Apr 2007
  • EFFECTNotice of effectiveness29 Nov 2006

Other(52)

Expand
  • APP ORDRAPP ORDR22 Oct 2019
  • APP NTCAPP NTC15 Aug 2019
  • N-18F1N-18F127 Dec 2017
  • APP ORDRAPP ORDR8 Dec 2015
  • APP NTCAPP NTC10 Nov 2015
  • APP WDABSOLUTE 40-APP W/D31 Jul 2015
  • 40-17F240-17F214 Jul 2010
  • 40-17F240-17F214 Jul 2010
  • 40-17F2FORUM FUNDS //BROWN ADVISORY FUNDS30 Sep 2009
  • 40-17F2FORUM FUNDS //BROWN ADVISORY FUNDS30 Sep 2009
  • 40-17F2FORUM FUNDS //BROWN ADVISORY FUNDS30 Sep 2009
  • 40-17F2AUDIT REPORT2 Dec 2008
  • 40-17F2AUDIT REPORT5 Sep 2008
  • 40-17F2AUDIT REPORT7 Feb 2008
  • 40-17F2AUDIT REPORT19 Sep 2007

Financials(425)

Expand
  • N-CENFY 2026ended 30 Jun 202626 Aug
  • N-CENFY 2026ended 30 Apr 202626 Jun
  • N-CENFY 2026ended 31 Mar 20264 Jun
  • N-CEN/AFY 2025ended 31 Dec 20252 Mar
  • N-CENFY 2025ended 31 Dec 202525 Feb
  • N-CENFY 2025ended 31 Aug 20254 Nov 2025
  • N-CENFY 2025ended 30 Jun 20254 Sep 2025
  • N-CENFY 2025ended 30 Apr 202510 Jul 2025
  • N-CENFY 2025ended 31 Mar 20255 Jun 2025
  • N-CENFY 2024ended 31 Dec 202426 Feb 2025
  • N-CENFY 2024ended 31 Aug 202428 Oct 2024
  • N-CENFY 2024ended 30 Jun 202430 Aug 2024
  • N-CENFY 2024ended 30 Apr 20249 Jul 2024
  • N-CENFY 2024ended 31 Mar 202412 Jun 2024
  • N-CENFY 2023ended 31 Dec 202313 Mar 2024

Beneficial Ownership(1)

Expand
  • SC 13G/AVanEck Merk Gold Trust13 Feb 2018

Other Ownership(850)

Expand
  • NPORT-PPortfolio holdings (monthly)07:18AM
  • N-CSRCertified shareholder report4 Nov
  • NPORT-PPortfolio holdings (monthly)27 Oct
  • NPORT-PPortfolio holdings (monthly)16 Sep
  • N-CSRSSemi-annual report (investment companies)2 Sep
  • N-CSRCertified shareholder report1 Sep
  • NPORT-PPortfolio holdings (monthly)28 Aug
  • NPORT-PPortfolio holdings (monthly)26 Aug
  • NPORT-PPortfolio holdings (monthly)26 Aug
  • NPORT-PPortfolio holdings (monthly)26 Aug
  • NPORT-PPortfolio holdings (monthly)26 Aug
  • N-CSRCertified shareholder report26 Aug
  • NPORT-PPortfolio holdings (monthly)26 Aug
  • NPORT-PPortfolio holdings (monthly)21 Aug
  • N-CSRSSemi-annual report (investment companies)18 Aug

Proxies(158)

Expand
  • N-PXAnnual report of proxy voting record24 Aug
  • N-PXAnnual report of proxy voting record21 Aug
  • N-PXAnnual report of proxy voting record21 Aug
  • N-PXAnnual report of proxy voting record21 Aug
  • N-PXAnnual report of proxy voting record21 Aug
  • N-PXAnnual report of proxy voting record10 Aug
  • N-PXAnnual report of proxy voting record10 Aug
  • N-PXAnnual report of proxy voting record10 Aug
  • DEF 14ADefinitive proxy statement23 Jul
  • PRE 14APreliminary proxy statement6 Jul
  • N-PXAnnual report of proxy voting record7 Aug 2025
  • N-PXAnnual report of proxy voting record6 Aug 2025
  • N-PXAnnual report of proxy voting record6 Aug 2025
  • N-PXAnnual report of proxy voting record6 Aug 2025
  • N-PXAnnual report of proxy voting record6 Aug 2025

Registrations(2K)

Expand
  • 24F-2NTNotice of securities sold4 Nov
  • Form 497JCERTIFICATION OF NO CHANGE IN DEFINITIVE MATERIALS2 Nov
  • Form 497JCERTIFICATION OF NO CHANGE IN DEFINITIVE MATERIALS2 Nov
  • 485APOSPost-effective amendment (open-end investment companies)28 Oct
  • 485BPOSPost-effective amendment (investment companies)23 Oct
  • 485BPOSPost-effective amendment (investment companies)21 Oct
  • Form 497SUPPLEMENT19 Oct
  • Form 497JCERTIFICATION OF NO CHANGE IN DEFINITIVE MATERIALS1 Sep
  • 24F-2NTNotice of securities sold26 Aug
  • 485BPOSPost-effective amendment (investment companies)25 Aug
  • Form 497JCERTIFICATION OF NO CHANGE IN DEFINITIVE MATERIALS4 Aug
  • Form 497JCERTIFICATION OF NO CHANGE IN DEFINITIVE MATERIALS4 Aug
  • 24F-2NTNotice of securities sold24 Jul
  • 485BPOSPost-effective amendment (investment companies)22 Jul
  • 485BPOSPost-effective amendment (investment companies)20 Jul

Filing Review Correspondence(20)

Expand
  • CORRESPFiling review correspondence29 Mar 2023
  • CORRESPFiling review correspondence9 Mar 2023
  • CORRESPFiling review correspondence20 Sep 2022
  • CORRESPFiling review correspondence4 Oct 2021
  • CORRESPFiling review correspondence19 Feb 2021
  • CORRESPFiling review correspondence28 Jul 2020
  • CORRESPFiling review correspondence19 Dec 2019
  • CORRESPFiling review correspondence12 Jul 2019
  • CORRESPFiling review correspondence28 Feb 2018
  • CORRESPFiling review correspondence6 Sep 2017
  • CORRESPFiling review correspondence23 Sep 2016
  • CORRESPFiling review correspondence25 Jul 2016
  • CORRESPFiling review correspondence25 Jul 2016
  • CORRESPFiling review correspondence25 Jul 2016
  • CORRESPFiling review correspondence21 Mar 2016

SEC Orders And Notices(13)

Expand
  • 40-APP/AApplication for order (amendment)26 Jul 2019
  • 40-APPApplication for order17 Jun 2019
  • EFFECTNotice of effectiveness14 Aug 2017
  • EFFECTNotice of effectiveness1 Apr 2016
  • 40-APP/AApplication for order (amendment)8 Oct 2015
  • 40-APPEXCEED EXEMPTIVE APPLICATION11 Aug 2015
  • 40-APPABSOLUTE EXEMPTIVE APPLICATION18 May 2015
  • EFFECTNotice of effectiveness14 Dec 2009
  • EFFECTNotice of effectiveness23 Nov 2009
  • EFFECTNotice of effectiveness31 Dec 2007
  • EFFECTNotice of effectiveness1 Nov 2007
  • EFFECTNotice of effectiveness27 Apr 2007
  • EFFECTNotice of effectiveness29 Nov 2006

Other(52)

Expand
  • APP ORDRAPP ORDR22 Oct 2019
  • APP NTCAPP NTC15 Aug 2019
  • N-18F1N-18F127 Dec 2017
  • APP ORDRAPP ORDR8 Dec 2015
  • APP NTCAPP NTC10 Nov 2015
  • APP WDABSOLUTE 40-APP W/D31 Jul 2015
  • 40-17F240-17F214 Jul 2010
  • 40-17F240-17F214 Jul 2010
  • 40-17F2FORUM FUNDS //BROWN ADVISORY FUNDS30 Sep 2009
  • 40-17F2FORUM FUNDS //BROWN ADVISORY FUNDS30 Sep 2009
  • 40-17F2FORUM FUNDS //BROWN ADVISORY FUNDS30 Sep 2009
  • 40-17F2AUDIT REPORT2 Dec 2008
  • 40-17F2AUDIT REPORT5 Sep 2008
  • 40-17F2AUDIT REPORT7 Feb 2008
  • 40-17F2AUDIT REPORT19 Sep 2007