Skip to content
Disclosery

Elm3 Financial Group, LLC: AVGO position timeline

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

Elm3 Financial Group, LLC held 15,673 AVGO 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 15,673 shares
    Change vs previous 13F -745 shares

    3.67% of the 13F portfolio, value $5,504,143.

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

  2. period ended2026-06-30
    13F 16,418 shares
    Change vs previous 13F +95 shares

    4.25% of the 13F portfolio, value $6,201,982.

    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 16,323 shares
    Change vs previous 13F -156 shares

    4.27% of the 13F portfolio, value $5,052,164.

    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 16,479 shares
    Change vs previous 13F -1,023 shares

    4.73% of the 13F portfolio, value $5,703,462.

    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 17,502 shares
    Change vs previous 13F -741 shares

    4.73% of the 13F portfolio, value $5,774,119.

    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 18,243 shares
    Change vs previous 13F -182 shares

    4.18% of the 13F portfolio, value $5,028,680.

    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 18,425 shares
    Change vs previous 13F -944 shares

    2.71% of the 13F portfolio, value $3,084,872.

    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 19,369 shares
    Change vs previous 13F not available

    3.83% of the 13F portfolio, value $4,490,424.

    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).