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FORTEM FINANCIAL GROUP, LLC: SAMT position timeline

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

FORTEM FINANCIAL GROUP, LLC held 84,473 SAMT 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 84,473 shares
    Change vs previous 13F +1,274 shares

    0.82% of the 13F portfolio, value $4,032,319.

    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 83,199 shares
    Change vs previous 13F -1,315 shares

    0.82% of the 13F portfolio, value $3,267,225.

    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 84,514 shares
    Change vs previous 13F -1,187 shares

    0.87% of the 13F portfolio, value $3,254,634.

    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 85,701 shares
    Change vs previous 13F -1,383 shares

    0.92% of the 13F portfolio, value $3,194,076.

    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 87,084 shares
    Change vs previous 13F -4,152 shares

    0.97% of the 13F portfolio, value $2,998,302.

    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 91,236 shares
    Change vs previous 13F -1,635 shares

    1.04% of the 13F portfolio, value $2,663,608.

    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 92,871 shares
    Change vs previous 13F -4,546 shares

    1.05% of the 13F portfolio, value $2,705,797.

    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 97,417 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $2,703,536.

    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).