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FORTEM FINANCIAL GROUP, LLC: URA position timeline

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

FORTEM FINANCIAL GROUP, LLC held 301,997 URA 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 301,997 shares
    Change vs previous 13F +931 shares

    2.69% of the 13F portfolio, value $13,197,269.

    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 301,066 shares
    Change vs previous 13F -88,104 shares

    3.66% of the 13F portfolio, value $14,580,626.

    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 389,170 shares
    Change vs previous 13F +3,842 shares

    4.45% of the 13F portfolio, value $16,629,234.

    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 385,328 shares
    Change vs previous 13F +9,925 shares

    5.28% of the 13F portfolio, value $18,368,586.

    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 375,403 shares
    Change vs previous 13F +19,387 shares

    4.7% of the 13F portfolio, value $14,569,390.

    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 356,016 shares
    Change vs previous 13F +2,185 shares

    3.17% of the 13F portfolio, value $8,159,887.

    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 353,831 shares
    Change vs previous 13F +2,531 shares

    3.67% of the 13F portfolio, value $9,475,594.

    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 351,300 shares
    Change vs previous 13F not available

    4.09% of the 13F portfolio, value $10,050,693.

    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).