Skip to content
Disclosery

FORTEM FINANCIAL GROUP, LLC: PAA position timeline

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

FORTEM FINANCIAL GROUP, LLC held 63,547 PAA 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 63,547 shares
    Change vs previous 13F -2,664 shares

    0.29% of the 13F portfolio, value $1,414,556.

    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 66,211 shares
    Change vs previous 13F -22,052 shares

    0.37% of the 13F portfolio, value $1,478,492.

    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 88,263 shares
    Change vs previous 13F -3,057 shares

    0.42% of the 13F portfolio, value $1,585,203.

    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 91,320 shares
    Change vs previous 13F -1,956 shares

    0.45% of the 13F portfolio, value $1,557,919.

    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 93,276 shares
    Change vs previous 13F +12,122 shares

    0.55% of the 13F portfolio, value $1,708,816.

    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 81,154 shares
    Change vs previous 13F +14,876 shares

    0.63% of the 13F portfolio, value $1,623,080.

    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 66,278 shares
    Change vs previous 13F +2,772 shares

    0.44% of the 13F portfolio, value $1,132,028.

    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 63,506 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,103,099.

    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).