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FORTEM FINANCIAL GROUP, LLC: BE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORTEM FINANCIAL GROUP, LLC on BE, newest first. How the timeline and the estimate are built.

FORTEM FINANCIAL GROUP, LLC held 4,779 BE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,779 shares
    Change vs previous 13F +29 shares

    0.3% of the 13F portfolio, value $1,446,603.

    13F-HR 0001104659-26-084976 filed by FORTEM FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,750 shares
    Change vs previous 13F +500 shares

    0.16% of the 13F portfolio, value $643,578.

    13F-HR 0001104659-26-044277 filed by FORTEM FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,250 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $369,283.

    13F-HR 0001104659-26-010098 filed by FORTEM FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).