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FORTEM FINANCIAL GROUP, LLC: ET position timeline

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

FORTEM FINANCIAL GROUP, LLC held 144,704 ET 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 144,704 shares
    Change vs previous 13F -11,100 shares

    0.56% of the 13F portfolio, value $2,766,740.

    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 155,804 shares
    Change vs previous 13F -10,837 shares

    0.75% of the 13F portfolio, value $3,007,019.

    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 166,641 shares
    Change vs previous 13F -11,674 shares

    0.73% of the 13F portfolio, value $2,747,912.

    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).

  4. period ended2025-09-30
    13F 178,315 shares
    Change vs previous 13F -2,967 shares

    0.88% of the 13F portfolio, value $3,059,885.

    13F-HR 0001104659-25-106002 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).

  5. period ended2025-06-30
    13F 181,282 shares
    Change vs previous 13F -14,168 shares

    1.06% of the 13F portfolio, value $3,286,646.

    13F-HR 0001104659-25-076730 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).

  6. period ended2025-03-31
    13F 195,450 shares
    Change vs previous 13F -10,422 shares

    1.41% of the 13F portfolio, value $3,633,423.

    13F-HR 0001104659-25-043116 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).

  7. period ended2024-12-31
    13F 205,872 shares
    Change vs previous 13F +5,566 shares

    1.56% of the 13F portfolio, value $4,033,040.

    13F-HR 0001104659-25-001240 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).

  8. period ended2024-09-30
    13F/A 200,306 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $3,214,915.

    13F-HR/A 0001104659-24-120090 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).