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FORTEM FINANCIAL GROUP, LLC: META position timeline

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

FORTEM FINANCIAL GROUP, LLC held 9,191 META 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 9,191 shares
    Change vs previous 13F +436 shares

    1.06% of the 13F portfolio, value $5,177,295.

    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 8,755 shares
    Change vs previous 13F +546 shares

    1.26% of the 13F portfolio, value $5,008,976.

    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 8,209 shares
    Change vs previous 13F +587 shares

    1.45% of the 13F portfolio, value $5,418,513.

    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 7,622 shares
    Change vs previous 13F +8 shares

    1.61% of the 13F portfolio, value $5,597,193.

    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 7,614 shares
    Change vs previous 13F +735 shares

    1.81% of the 13F portfolio, value $5,619,976.

    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 6,879 shares
    Change vs previous 13F -39 shares

    1.54% of the 13F portfolio, value $3,965,038.

    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 6,918 shares
    Change vs previous 13F +206 shares

    1.57% of the 13F portfolio, value $4,050,620.

    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 6,712 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $3,841,996.

    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).