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FORTEM FINANCIAL GROUP, LLC: PLTR position timeline

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

FORTEM FINANCIAL GROUP, LLC held 93,188 PLTR 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 93,188 shares
    Change vs previous 13F -2,949 shares

    2.22% of the 13F portfolio, value $10,872,244.

    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 96,137 shares
    Change vs previous 13F -2,600 shares

    3.53% of the 13F portfolio, value $14,062,920.

    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 98,737 shares
    Change vs previous 13F +2,675 shares

    4.69% of the 13F portfolio, value $17,550,502.

    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 96,062 shares
    Change vs previous 13F +3,794 shares

    5.03% of the 13F portfolio, value $17,523,630.

    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 92,268 shares
    Change vs previous 13F +6,929 shares

    4.06% of the 13F portfolio, value $12,577,974.

    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 85,339 shares
    Change vs previous 13F +9,909 shares

    2.8% of the 13F portfolio, value $7,202,612.

    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 75,430 shares
    Change vs previous 13F +710 shares

    2.21% of the 13F portfolio, value $5,704,771.

    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 74,720 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $2,779,584.

    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).