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Disclosery

FORTEM FINANCIAL GROUP, LLC: FISV position timeline

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

FORTEM FINANCIAL GROUP, LLC held 0 FISV shares at 2025-12-31 per its 13F-HR filed 2026-02-04.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -1,554 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 1,554 shares
    Change vs previous 13F -883 shares

    0.06% of the 13F portfolio, value $200,357.

    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).

  3. period ended2025-06-30
    13F 2,437 shares
    Change vs previous 13F -3,147 shares

    0.14% of the 13F portfolio, value $420,163.

    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).

  4. period ended2025-03-31
    13F 5,584 shares
    Change vs previous 13F -780 shares

    0.48% of the 13F portfolio, value $1,233,115.

    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).

  5. period ended2024-12-31
    13F 6,364 shares
    Change vs previous 13F +374 shares

    0.51% of the 13F portfolio, value $1,307,293.

    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).

  6. period ended2024-09-30
    13F/A 5,990 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,076,104.

    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).