Forum Private Client Group LLC — Q3 2023 13F-HR

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Q3 2023 · 13F-HR

Forum Private Client Group LLCholdings as filed

Filed 2023-11-08 · accession 0001104659-23-115649

$13.2M

Reported value

Positions

2023-09-30

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
25271C201	DO1USD	Diamond Offshore Drilling Inc	$10.3M	77.7%	700,863	Common	SOLE
67073B106	JPC	Nuveen Preferred & Income Oppo	$2.8M	21.0%	440,000	Common	SOLE
866142409	—	Summit Midstream Partners LP	$170,986	1.29%	12,350	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.