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FORTEM FINANCIAL GROUP, LLC: XLU position timeline

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

FORTEM FINANCIAL GROUP, LLC held 17,040 XLU 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 17,040 shares
    Change vs previous 13F -659 shares

    0.16% of the 13F portfolio, value $772,594.

    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 17,699 shares
    Change vs previous 13F -1,407 shares

    0.2% of the 13F portfolio, value $812,207.

    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 19,106 shares
    Change vs previous 13F +13,428 shares

    0.22% of the 13F portfolio, value $815,635.

    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 5,678 shares
    Change vs previous 13F +1,973 shares

    0.14% of the 13F portfolio, value $495,178.

    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 3,705 shares
    Change vs previous 13F -11,777 shares

    0.1% of the 13F portfolio, value $302,550.

    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 15,482 shares
    Change vs previous 13F -9,510 shares

    0.47% of the 13F portfolio, value $1,220,756.

    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 24,992 shares
    Change vs previous 13F +525 shares

    0.73% of the 13F portfolio, value $1,891,644.

    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 24,467 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,976,444.

    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).