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Elm3 Financial Group, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elm3 Financial Group, LLC on AAPL, newest first. How the timeline and the estimate are built.

Elm3 Financial Group, LLC held 12,292 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,292 shares
    Change vs previous 13F -365 shares

    2.73% of the 13F portfolio, value $4,093,597.

    13F-HR 0002011201-26-000005 filed by Elm3 Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,657 shares
    Change vs previous 13F -581 shares

    2.51% of the 13F portfolio, value $3,662,570.

    13F-HR 0002011201-26-000003 filed by Elm3 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 ended2026-03-31
    13F 13,238 shares
    Change vs previous 13F -176 shares

    2.84% of the 13F portfolio, value $3,359,767.

    13F-HR 0002011201-26-000002 filed by Elm3 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 ended2025-12-31
    13F 13,414 shares
    Change vs previous 13F -621 shares

    3.02% of the 13F portfolio, value $3,646,799.

    13F-HR 0002011201-26-000001 filed by Elm3 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 ended2025-09-30
    13F 14,035 shares
    Change vs previous 13F -968 shares

    2.93% of the 13F portfolio, value $3,573,766.

    13F-HR 0002011201-25-000005 filed by Elm3 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 ended2025-06-30
    13F 15,003 shares
    Change vs previous 13F -2,544 shares

    2.56% of the 13F portfolio, value $3,078,165.

    13F-HR 0002011201-25-000002 filed by Elm3 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 ended2025-03-31
    13F 17,547 shares
    Change vs previous 13F -74 shares

    3.43% of the 13F portfolio, value $3,897,678.

    13F-HR 0002011201-25-000001 filed by Elm3 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 ended2024-12-31
    13F 17,621 shares
    Change vs previous 13F not available

    3.76% of the 13F portfolio, value $4,412,569.

    13F-HR 0001667731-25-000138 filed by Elm3 Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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