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Disclosery

Elm3 Financial Group, LLC: CLIP position timeline

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

Elm3 Financial Group, LLC held 27,507 CLIP 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 27,507 shares
    Change vs previous 13F -1,235 shares

    1.84% of the 13F portfolio, value $2,760,101.

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

  2. period ended2026-06-30
    13F 28,742 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $2,883,972.

    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 ยง4.2).