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FORTEM FINANCIAL GROUP, LLC: SRLN position timeline

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

FORTEM FINANCIAL GROUP, LLC held 372,511 SRLN 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 372,511 shares
    Change vs previous 13F +12,679 shares

    3.06% of the 13F portfolio, value $15,008,468.

    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 359,832 shares
    Change vs previous 13F +72,210 shares

    3.62% of the 13F portfolio, value $14,443,656.

    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 287,622 shares
    Change vs previous 13F +6,109 shares

    3.17% of the 13F portfolio, value $11,870,160.

    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 281,513 shares
    Change vs previous 13F +23,105 shares

    3.36% of the 13F portfolio, value $11,705,311.

    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 258,408 shares
    Change vs previous 13F +142,092 shares

    3.47% of the 13F portfolio, value $10,747,189.

    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 116,316 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $4,784,077.

    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).