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Eley Financial Management, Inc: FDIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Eley Financial Management, Inc on FDIS, newest first. How the timeline and the estimate are built.

Eley Financial Management, Inc held 4,395 FDIS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,395 shares
    Change vs previous 13F +21 shares

    0.15% of the 13F portfolio, value $451,982.

    13F-HR 0001965267-26-000005 filed by Eley Financial Management, Inc
    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/A 4,374 shares
    Change vs previous 13F -77 shares

    0.15% of the 13F portfolio, value $407,919.

    13F-HR/A 0001965267-26-000003 filed by Eley Financial Management, Inc
    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 4,451 shares
    Change vs previous 13F -72 shares

    0.16% of the 13F portfolio, value $454,714.

    13F-HR 0001965267-26-000001 filed by Eley Financial Management, Inc
    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 4,523 shares
    Change vs previous 13F +20 shares

    0.17% of the 13F portfolio, value $465,281.

    13F-HR 0001965267-25-000007 filed by Eley Financial Management, Inc
    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 4,503 shares
    Change vs previous 13F -240 shares

    0.16% of the 13F portfolio, value $423,597.

    13F-HR 0001965267-25-000004 filed by Eley Financial Management, Inc
    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 4,743 shares
    Change vs previous 13F -1,043 shares

    0.16% of the 13F portfolio, value $405,194.

    13F-HR 0001965267-25-000002 filed by Eley Financial Management, Inc
    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 5,786 shares
    Change vs previous 13F +48 shares

    0.22% of the 13F portfolio, value $563,904.

    13F-HR 0001965267-25-000001 filed by Eley Financial Management, Inc
    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 5,738 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $507,469.

    13F-HR 0001965267-24-000004 filed by Eley Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).