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FORTEM FINANCIAL GROUP, LLC: CSPF position timeline

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

FORTEM FINANCIAL GROUP, LLC held 344,402 CSPF 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 344,402 shares
    Change vs previous 13F +10,408 shares

    1.83% of the 13F portfolio, value $8,982,004.

    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 333,994 shares
    Change vs previous 13F +33,670 shares

    2.15% of the 13F portfolio, value $8,561,937.

    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 300,324 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $7,784,158.

    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).