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CIK 0001766509 • 7 13F filings • May 1, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("fortem-financial-group-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001104659-25-106002 |
| $348.2M |
| View |
| Jul 20, 2026 | Q2 2026 | 13F-HR | 0001104659-26-084976 | $490.3M | View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001104659-25-076730 | $310.1M | View |
| Apr 16, 2026 | Q1 2026 | 13F-HR | 0001104659-26-044277 | $398.5M | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0001104659-25-043116 | $257.0M | View |