Skip to content
Disclosery

FORTEM FINANCIAL GROUP, LLC: PNW position timeline

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

FORTEM FINANCIAL GROUP, LLC held 28,593 PNW 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 28,593 shares
    Change vs previous 13F +1,706 shares

    0.62% of the 13F portfolio, value $3,059,451.

    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 26,887 shares
    Change vs previous 13F +7,511 shares

    0.68% of the 13F portfolio, value $2,708,865.

    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 19,376 shares
    Change vs previous 13F +1,042 shares

    0.46% of the 13F portfolio, value $1,718,651.

    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 18,334 shares
    Change vs previous 13F +2,092 shares

    0.47% of the 13F portfolio, value $1,643,826.

    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 16,242 shares
    Change vs previous 13F +6,336 shares

    0.47% of the 13F portfolio, value $1,453,172.

    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 9,906 shares
    Change vs previous 13F +4,189 shares

    0.37% of the 13F portfolio, value $943,547.

    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 5,717 shares
    Change vs previous 13F +124 shares

    0.19% of the 13F portfolio, value $484,630.

    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 5,593 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $495,484.

    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).