$117 Million is the total value of FORTEM FINANCIAL GROUP, LLC's 122 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 46.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $4,102,000 | +13.0% | 18,314 | -0.1% | 3.50% | -4.1% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,650,000 | +25.0% | 43,907 | +18.3% | 2.26% | +6.1% |
| INTC | Buy | INTEL CORP | $2,608,000 | +38.0% | 50,602 | +28.2% | 2.22% | +17.1% |
| MA | Sell | MASTERCARD INCcl a | $2,605,000 | -10.7% | 9,591 | -13.0% | 2.22% | -24.3% |
| TGT | New | TARGET CORP | $2,590,000 | – | 24,224 | +100.0% | 2.21% | – |
| CSCO | Buy | CISCO SYS INC | $2,553,000 | +9.7% | 51,660 | +21.5% | 2.18% | -6.9% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,454,000 | +18.7% | 2,010 | +5.2% | 2.09% | +0.6% |
| FISV | Sell | FISERV INC | $2,323,000 | +5.6% | 22,427 | -7.0% | 1.98% | -10.4% |
| FB | Buy | FACEBOOK INCcl a | $2,296,000 | +100.2% | 12,892 | +116.9% | 1.96% | +69.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,264,000 | +21.6% | 19,235 | +15.5% | 1.93% | +3.1% |
| DRI | Buy | DARDEN RESTAURANTS INC | $2,235,000 | +10.3% | 18,906 | +13.5% | 1.91% | -6.5% |
| TRV | New | TRAVELERS COMPANIES INC | $2,080,000 | – | 13,990 | +100.0% | 1.77% | – |
| PFE | Buy | PFIZER INC | $2,077,000 | +41.5% | 57,818 | +70.6% | 1.77% | +20.0% |
| AMP | Buy | AMERIPRISE FINL INC | $2,050,000 | +31.5% | 13,939 | +29.8% | 1.75% | +11.6% |
| HST | Buy | HOST HOTELS & RESORTS INC | $2,027,000 | +32.1% | 117,223 | +39.2% | 1.73% | +12.0% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $1,948,000 | -14.5% | 6,686 | -13.8% | 1.66% | -27.5% |
| NVDA | Buy | NVIDIA CORP | $1,924,000 | +40.7% | 11,055 | +32.8% | 1.64% | +19.4% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $1,917,000 | +74.3% | 34,657 | +72.2% | 1.64% | +47.8% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,878,000 | +227.7% | 12,915 | +210.6% | 1.60% | +178.0% |
| CVX | Buy | CHEVRON CORP NEW | $1,792,000 | +6.3% | 15,110 | +11.5% | 1.53% | -9.9% |
| HPQ | Buy | HP INC | $1,791,000 | +17.8% | 94,677 | +29.5% | 1.53% | -0.1% |
| DIS | Buy | DISNEY WALT CO | $1,790,000 | +126.9% | 13,736 | +143.0% | 1.53% | +92.4% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $1,785,000 | +22.2% | 28,759 | +15.8% | 1.52% | +3.6% |
| WMT | Sell | WALMART INC | $1,762,000 | +5.6% | 14,845 | -1.7% | 1.50% | -10.5% |
| APTV | Buy | APTIV PLC | $1,731,000 | +17.2% | 19,803 | +8.3% | 1.48% | -0.6% |
| CNP | CENTERPOINT ENERGY INC | $1,715,000 | +5.4% | 56,815 | 0.0% | 1.46% | -10.6% | |
| LOW | Sell | LOWES COS INC | $1,687,000 | +4.1% | 15,344 | -4.5% | 1.44% | -11.8% |
| TSN | Buy | TYSON FOODS INCcl a | $1,645,000 | +8.5% | 19,096 | +1.7% | 1.40% | -7.9% |
| DHR | Sell | DANAHER CORPORATION | $1,639,000 | -15.4% | 11,348 | -16.3% | 1.40% | -28.2% |
| BAC | Buy | BANK AMER CORP | $1,623,000 | +1.4% | 55,656 | +0.9% | 1.38% | -13.9% |
| ALL | Sell | ALLSTATE CORP | $1,559,000 | +4.4% | 14,345 | -2.3% | 1.33% | -11.5% |
| COF | Buy | CAPITAL ONE FINL CORP | $1,487,000 | +3.6% | 16,350 | +3.4% | 1.27% | -12.1% |
| AGN | Buy | ALLERGAN PLC | $1,472,000 | +11.5% | 8,744 | +10.9% | 1.26% | -5.4% |
| LKQ | Buy | LKQ CORP | $1,471,000 | +34.5% | 46,769 | +13.7% | 1.25% | +14.0% |
| UNP | Sell | UNION PACIFIC CORP | $1,400,000 | -19.6% | 8,646 | -16.0% | 1.19% | -31.8% |
| CVS | Buy | CVS HEALTH CORP | $1,386,000 | +47.8% | 21,976 | +27.7% | 1.18% | +25.3% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $1,379,000 | +43.3% | 6,654 | +36.2% | 1.18% | +21.6% |
| MCK | Buy | MCKESSON CORP | $1,377,000 | +11.7% | 10,074 | +9.8% | 1.17% | -5.2% |
| MSFT | Buy | MICROSOFT CORP | $1,359,000 | +41.4% | 9,772 | +36.2% | 1.16% | +20.0% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $1,358,000 | -20.5% | 3,808 | -18.3% | 1.16% | -32.6% |
| ALXN | New | ALEXION PHARMACEUTICALS INC | $1,315,000 | – | 13,422 | +100.0% | 1.12% | – |
| ECL | Sell | ECOLAB INC | $1,283,000 | -27.3% | 6,479 | -27.5% | 1.09% | -38.3% |
| ALK | Buy | ALASKA AIR GROUP INC | $1,255,000 | +6.0% | 19,342 | +4.4% | 1.07% | -10.1% |
| UNM | Buy | UNUM GROUP | $1,240,000 | +15.5% | 41,736 | +30.4% | 1.06% | -2.1% |
| DTE | Sell | DTE ENERGY CO | $1,221,000 | -5.9% | 9,185 | -9.4% | 1.04% | -20.2% |
| PWR | New | QUANTA SVCS INC | $1,164,000 | – | 30,789 | +100.0% | 0.99% | – |
| SWK | Buy | STANLEY BLACK & DECKER INC | $1,134,000 | +3.3% | 7,850 | +3.4% | 0.97% | -12.4% |
| CF | Sell | CF INDS HLDGS INC | $1,092,000 | -12.8% | 22,202 | -17.3% | 0.93% | -26.1% |
| CMI | Buy | CUMMINS INC | $1,077,000 | +312.6% | 6,619 | +334.6% | 0.92% | +250.4% |
| VLO | Sell | VALERO ENERGY CORP NEW | $1,023,000 | -8.3% | 12,003 | -7.8% | 0.87% | -22.2% |
| COP | Sell | CONOCOPHILLIPS | $945,000 | -20.4% | 16,579 | -14.8% | 0.81% | -32.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $937,000 | +13.3% | 3,158 | +11.9% | 0.80% | -3.9% |
| TWTR | TWITTER INC | $933,000 | +18.0% | 22,653 | 0.0% | 0.80% | +0.1% | |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $874,000 | +2.5% | 6,413 | +1.3% | 0.74% | -13.1% |
| NOV | Buy | NATIONAL OILWELL VARCO INC | $803,000 | +13.1% | 37,897 | +18.6% | 0.68% | -4.1% |
| RTN | Buy | RAYTHEON CO | $757,000 | +70.1% | 3,858 | +50.9% | 0.64% | +44.3% |
| MRK | Buy | MERCK & CO INC | $703,000 | +115.6% | 8,352 | +114.8% | 0.60% | +82.6% |
| NVS | Buy | NOVARTIS A Gsponsored adr | $697,000 | +135.5% | 8,020 | +147.5% | 0.59% | +99.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $685,000 | +130.6% | 5,294 | +148.2% | 0.58% | +95.3% |
| ACN | Buy | ACCENTURE PLC IRELAND | $670,000 | +144.5% | 3,482 | +135.0% | 0.57% | +107.6% |
| OHI | Buy | OMEGA HEALTHCARE INVS INC | $652,000 | +151.7% | 15,608 | +121.1% | 0.56% | +113.8% |
| LYB | New | LYONDELLBASELL INDUSTRIES N | $651,000 | – | 7,274 | +100.0% | 0.56% | – |
| ABT | Buy | ABBOTT LABS | $644,000 | +143.0% | 7,693 | +143.8% | 0.55% | +106.4% |
| HAS | Buy | HASBRO INC | $641,000 | +194.0% | 5,401 | +161.3% | 0.55% | +149.8% |
| GM | Buy | GENERAL MTRS CO | $636,000 | +170.6% | 16,973 | +177.8% | 0.54% | +129.7% |
| SVC | New | SERVICE PPTYS TR | $632,000 | – | 24,663 | +100.0% | 0.54% | – |
| UN | Buy | UNILEVER N V | $631,000 | +169.7% | 10,514 | +172.7% | 0.54% | +128.9% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $629,000 | +205.3% | 4,491 | +199.2% | 0.54% | +158.9% |
| UGI | Buy | UGI CORP NEW | $617,000 | +180.5% | 12,269 | +198.2% | 0.53% | +138.0% |
| BBT | New | BB&T CORP | $616,000 | – | 11,549 | +100.0% | 0.52% | – |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $612,000 | +234.4% | 42,876 | +224.0% | 0.52% | +183.7% |
| ETN | Buy | EATON CORP PLC | $611,000 | +191.0% | 7,344 | +191.4% | 0.52% | +146.9% |
| PRU | New | PRUDENTIAL FINL INC | $607,000 | – | 6,744 | +100.0% | 0.52% | – |
| NSC | Buy | NORFOLK SOUTHERN CORP | $601,000 | +155.7% | 3,346 | +184.0% | 0.51% | +116.9% |
| LLY | Buy | LILLY ELI & CO | $597,000 | +167.7% | 5,337 | +164.7% | 0.51% | +127.2% |
| KSS | New | KOHLS CORP | $594,000 | – | 11,958 | +100.0% | 0.51% | – |
| CCL | New | CARNIVAL CORPunit 99/99/9999 | $556,000 | – | 12,709 | +100.0% | 0.47% | – |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $490,000 | +21.9% | 2,929 | +23.3% | 0.42% | +3.5% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $409,000 | -2.4% | 1,965 | 0.0% | 0.35% | -17.1% | |
| CRM | Sell | SALESFORCE COM INC | $379,000 | -10.8% | 2,550 | -8.9% | 0.32% | -24.4% |
| RHP | Buy | RYMAN HOSPITALITY PPTYS INC | $363,000 | +12.4% | 4,438 | +11.5% | 0.31% | -4.6% |
| AMZN | Sell | AMAZON COM INC | $339,000 | -18.7% | 195 | -11.4% | 0.29% | -31.0% |
| CRUS | New | CIRRUS LOGIC INC | $310,000 | – | 5,779 | +100.0% | 0.26% | – |
| BA | Buy | BOEING CO | $306,000 | +11.7% | 803 | +6.6% | 0.26% | -5.1% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $300,000 | +1.7% | 6,004 | +3.6% | 0.26% | -13.8% |
| V | Sell | VISA INC | $296,000 | -5.7% | 1,722 | -4.8% | 0.25% | -20.3% |
| COST | COSTCO WHSL CORP NEW | $288,000 | +9.1% | 1,000 | 0.0% | 0.25% | -7.2% | |
| EOG | Sell | EOG RES INC | $280,000 | -23.3% | 3,770 | -3.8% | 0.24% | -34.9% |
| HD | HOME DEPOT INC | $277,000 | +11.7% | 1,194 | 0.0% | 0.24% | -5.2% | |
| UNH | Sell | UNITEDHEALTH GROUP INC | $272,000 | -13.7% | 1,250 | -3.0% | 0.23% | -26.8% |
| ROKU | New | ROKU INC | $254,000 | – | 2,500 | +100.0% | 0.22% | – |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $246,000 | -46.4% | 8,771 | -47.2% | 0.21% | -54.4% |
| DRH | Sell | DIAMONDROCK HOSPITALITY CO | $241,000 | -10.4% | 23,479 | -9.8% | 0.20% | -24.1% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $233,000 | -55.6% | 3,000 | -55.7% | 0.20% | -62.3% |
| KGC | New | KINROSS GOLD CORP | $230,000 | – | 50,000 | +100.0% | 0.20% | – |
| PII | POLARIS INC | $229,000 | -3.4% | 2,600 | 0.0% | 0.20% | -18.1% | |
| NOC | New | NORTHROP GRUMMAN CORP | $227,000 | – | 606 | +100.0% | 0.19% | – |
| WPG | Buy | WASHINGTON PRIME GROUP NEW | $223,000 | +31.2% | 53,972 | +21.5% | 0.19% | +11.1% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $220,000 | +7.3% | 2,345 | +0.6% | 0.19% | -8.7% |
| DON | Buy | WISDOMTREE TRus midcap divid | $221,000 | +5.2% | 6,093 | +5.0% | 0.19% | -10.9% |
| FOCS | Sell | FOCUS FINL PARTNERS INC | $219,000 | -50.0% | 9,200 | -42.6% | 0.19% | -57.5% |
| DIA | SPDR DOW JONES INDL AVRG ETFut ser 1 | $203,000 | +1.5% | 753 | 0.0% | 0.17% | -13.9% | |
| GE | Buy | GENERAL ELECTRIC CO | $203,000 | +50.4% | 22,740 | +77.1% | 0.17% | +27.2% |
| F | Sell | FORD MTR CO DEL | $171,000 | -25.3% | 18,641 | -16.8% | 0.15% | -36.5% |
| TEVA | Sell | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $151,000 | -63.0% | 22,000 | -50.2% | 0.13% | -68.5% |
| SIRI | SIRIUS XM HLDGS INC | $150,000 | +11.9% | 23,925 | 0.0% | 0.13% | -5.2% | |
| ET | ENERGY TRANSFER LP | $145,000 | -7.1% | 11,100 | 0.0% | 0.12% | -21.0% | |
| MTG | Sell | MGIC INVT CORP WIS | $131,000 | -38.2% | 10,403 | -35.4% | 0.11% | -47.4% |
| LCI | New | LANNET INC | $129,000 | – | 11,552 | +100.0% | 0.11% | – |
| FSP | Buy | FRANKLIN STREET PPTYS CORP | $127,000 | +17.6% | 14,957 | +1.9% | 0.11% | -0.9% |
| RLGT | New | RADIANT LOGISTICS INC | $121,000 | – | 23,478 | +100.0% | 0.10% | – |
| CVGI | Sell | COMMERCIAL VEH GROUP INC | $116,000 | -31.0% | 16,036 | -23.3% | 0.10% | -41.4% |
| NCMI | New | NATIONAL CINEMEDIA INC | $116,000 | – | 14,199 | +100.0% | 0.10% | – |
| CVE | New | CENOVUS ENERGY INC | $96,000 | – | 10,287 | +100.0% | 0.08% | – |
| NMRK | New | NEWMARK GROUP INCcl a | $95,000 | – | 10,479 | +100.0% | 0.08% | – |
| SXC | Buy | SUNCOKE ENERGY INC | $86,000 | -32.3% | 15,321 | +7.0% | 0.07% | -43.0% |
| EIGI | New | ENDURANCE INTL GROUP HLDGS I | $84,000 | – | 22,445 | +100.0% | 0.07% | – |
| QD | New | QUDIAN INCadr | $72,000 | – | 10,518 | +100.0% | 0.06% | – |
| GFI | New | GOLD FIELDS LTD NEWsponsored adr | $70,000 | – | 14,278 | +100.0% | 0.06% | – |
| NOG | NORTHERN OIL & GAS INC NEV | $20,000 | +5.3% | 10,000 | 0.0% | 0.02% | -10.5% | |
| WRN | WESTERN COPPER & GOLD CORP | $7,000 | 0.0% | 11,095 | 0.0% | 0.01% | -14.3% | |
| PEIX | PACIFIC ETHANOL INC | $7,000 | -30.0% | 12,600 | 0.0% | 0.01% | -40.0% | |
| AHT | Exit | ASHFORD HOSPITALITY TR INC | $0 | – | -12,168 | -100.0% | -0.04% | – |
| NEBLQ | Exit | NOBLE CORP PLC | $0 | – | -54,270 | -100.0% | -0.10% | – |
| ZAGG | Exit | ZAGG INC | $0 | – | -14,713 | -100.0% | -0.10% | – |
| TWO | Exit | TWO HBRS INVT CORP | $0 | – | -10,760 | -100.0% | -0.14% | – |
| TPH | Exit | TRI POINTE GROUP INC | $0 | – | -12,248 | -100.0% | -0.15% | – |
| ING | Exit | ING GROEP N Vsponsored adr | $0 | – | -12,768 | -100.0% | -0.15% | – |
| TME | Exit | TENCENT MUSIC ENTMT GROUPspon ads | $0 | – | -10,243 | -100.0% | -0.16% | – |
| CWENA | Exit | CLEARWAY ENERGY INCcl a | $0 | – | -11,953 | -100.0% | -0.19% | – |
| BLDR | Exit | BUILDERS FIRSTSOURCE INC | $0 | – | -11,665 | -100.0% | -0.20% | – |
| ADES | Exit | ADVANCED EMISSIONS SOLUTS IN | $0 | – | -15,562 | -100.0% | -0.20% | – |
| IX | Exit | ORIX CORPsponsored adr | $0 | – | -2,682 | -100.0% | -0.20% | – |
| WD | Exit | WALKER & DUNLOP INC | $0 | – | -3,821 | -100.0% | -0.20% | – |
| HOLI | Exit | HOLLYSYS AUTOMATION TECHNOLO | $0 | – | -10,739 | -100.0% | -0.20% | – |
| CM | Exit | CDN IMPERIAL BK COMM TORONTO | $0 | – | -2,610 | -100.0% | -0.21% | – |
| E | Exit | ENI S P Asponsored adr | $0 | – | -6,314 | -100.0% | -0.21% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -572 | -100.0% | -0.21% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -1,601 | -100.0% | -0.21% | – |
| EE | Exit | EL PASO ELEC CO | $0 | – | -3,230 | -100.0% | -0.21% | – |
| HPT | Exit | HOSPITALITY PPTYS TR | $0 | – | -8,440 | -100.0% | -0.21% | – |
| CEO | Exit | CNOOC LTDsponsored adr | $0 | – | -1,272 | -100.0% | -0.22% | – |
| SHG | Exit | SHINHAN FINANCIAL GROUP CO Lspn adr restrd | $0 | – | -5,645 | -100.0% | -0.22% | – |
| TM | Exit | TOYOTA MOTOR CORP | $0 | – | -1,779 | -100.0% | -0.22% | – |
| MBT | Exit | MOBILE TELESYSTEMS PJSCsponsored adr | $0 | – | -23,777 | -100.0% | -0.22% | – |
| BMO | Exit | BANK MONTREAL QUE | $0 | – | -2,938 | -100.0% | -0.22% | – |
| MFC | Exit | MANULIFE FINL CORP | $0 | – | -12,477 | -100.0% | -0.23% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -1,127 | -100.0% | -0.23% | – |
| CHU | Exit | CHINA UNICOM (HONG KONG) LTDsponsored adr | $0 | – | -21,642 | -100.0% | -0.24% | – |
| CACI | Exit | CACI INTL INCcl a | $0 | – | -1,162 | -100.0% | -0.24% | – |
| CHL | Exit | CHINA MOBILE LIMITEDsponsored adr | $0 | – | -5,286 | -100.0% | -0.24% | – |
| SBGI | Exit | SINCLAIR BROADCAST GROUP INCcl a | $0 | – | -4,476 | -100.0% | -0.24% | – |
| GRFS | Exit | GRIFOLS S Asp adr rep b nvt | $0 | – | -11,486 | -100.0% | -0.24% | – |
| NVO | Exit | NOVO-NORDISK A Sadr | $0 | – | -4,804 | -100.0% | -0.25% | – |
| ST | Exit | SENSATA TECHNOLOGIES HLDNG P | $0 | – | -5,090 | -100.0% | -0.25% | – |
| AER | Exit | AERCAP HOLDINGS NV | $0 | – | -4,892 | -100.0% | -0.26% | – |
| ACIW | Exit | ACI WORLDWIDE INC | $0 | – | -7,414 | -100.0% | -0.26% | – |
| SONY | Exit | SONY CORPsponsored adr | $0 | – | -4,897 | -100.0% | -0.26% | – |
| CBD | Exit | COMPANHIA BRASILEIRA DE DISTspn adr pfd cl a | $0 | – | -10,574 | -100.0% | -0.26% | – |
| RELX | Exit | RELX PLCsponsored adr | $0 | – | -10,730 | -100.0% | -0.26% | – |
| GNRC | Exit | GENERAC HLDGS INC | $0 | – | -3,959 | -100.0% | -0.28% | – |
| BHP | Exit | BHP GROUP LTDsponsored ads | $0 | – | -4,730 | -100.0% | -0.28% | – |
| CIGI | Exit | COLLIERS INTL GROUP INC | $0 | – | -3,967 | -100.0% | -0.28% | – |
| AAN | Exit | AARONS INC | $0 | – | -4,863 | -100.0% | -0.30% | – |
| MEDP | Exit | MEDPACE HLDGS INC | $0 | – | -4,690 | -100.0% | -0.31% | – |
| MTD | Exit | METTLER TOLEDO INTERNATIONAL | $0 | – | -393 | -100.0% | -0.33% | – |
| ARLP | Exit | ALLIANCE RES PARTNER L Put ltd part | $0 | – | -19,716 | -100.0% | -0.34% | – |
| FN | Exit | FABRINET | $0 | – | -9,159 | -100.0% | -0.46% | – |
| CELG | Exit | CELGENE CORP | $0 | – | -13,275 | -100.0% | -1.23% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 20 | Q3 2023 | 3.7% |
| SPDR S&P 500 ETF TR | 20 | Q3 2023 | 6.8% |
| NVIDIA CORPORATION | 20 | Q3 2023 | 2.9% |
| MICROSOFT CORP | 20 | Q3 2023 | 1.9% |
| MASTERCARD INCORPORATED | 20 | Q3 2023 | 2.9% |
| META PLATFORMS INC | 20 | Q3 2023 | 2.1% |
| JPMORGAN CHASE & CO | 20 | Q3 2023 | 2.0% |
| ALPHABET INC | 20 | Q3 2023 | 2.4% |
| DARDEN RESTAURANTS INC | 20 | Q3 2023 | 2.2% |
| PUBLIC SVC ENTERPRISE GRP IN | 20 | Q3 2023 | 1.5% |
View FORTEM FINANCIAL GROUP, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-01-20 |
View FORTEM FINANCIAL GROUP, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.