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Elm3 Financial Group, LLC: CGDV position timeline

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

Elm3 Financial Group, LLC held 29,398 CGDV 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 29,398 shares
    Change vs previous 13F +1,866 shares

    0.96% of the 13F portfolio, value $1,436,113.

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

  2. period ended2026-06-30
    13F 27,532 shares
    Change vs previous 13F -290 shares

    0.93% of the 13F portfolio, value $1,356,774.

    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 27,822 shares
    Change vs previous 13F +68 shares

    1% of the 13F portfolio, value $1,183,527.

    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 27,754 shares
    Change vs previous 13F -4,890 shares

    1% of the 13F portfolio, value $1,211,164.

    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 32,644 shares
    Change vs previous 13F -812 shares

    1.12% of the 13F portfolio, value $1,372,040.

    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 33,456 shares
    Change vs previous 13F +10,468 shares

    1.1% of the 13F portfolio, value $1,321,169.

    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 22,988 shares
    Change vs previous 13F +1,820 shares

    0.72% of the 13F portfolio, value $819,303.

    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 21,168 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $746,394.

    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).