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FORTEM FINANCIAL GROUP, LLC: TER position timeline

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

FORTEM FINANCIAL GROUP, LLC held 14,230 TER 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 14,230 shares
    Change vs previous 13F +1,025 shares

    1.4% of the 13F portfolio, value $6,885,044.

    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 13,205 shares
    Change vs previous 13F -765 shares

    0.98% of the 13F portfolio, value $3,914,754.

    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 13,970 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $2,704,033.

    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).