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FORTEM FINANCIAL GROUP, LLC: VSLU position timeline

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

FORTEM FINANCIAL GROUP, LLC held 218,501 VSLU 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 218,501 shares
    Change vs previous 13F +4,076 shares

    2.06% of the 13F portfolio, value $10,104,863.

    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 214,425 shares
    Change vs previous 13F +206,534 shares

    2.25% of the 13F portfolio, value $8,965,109.

    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 7,891 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $349,256.

    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).