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Elm3 Financial Group, LLC: CLOA position timeline

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

Elm3 Financial Group, LLC held 4,649 CLOA 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 4,649 shares
    Change vs previous 13F +200 shares

    0.16% of the 13F portfolio, value $241,200.

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

  2. period ended2026-06-30
    13F 4,449 shares
    Change vs previous 13F -1,100 shares

    0.16% of the 13F portfolio, value $230,948.

    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 5,549 shares
    Change vs previous 13F -381 shares

    0.24% of the 13F portfolio, value $287,632.

    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 5,930 shares
    Change vs previous 13F -3,432 shares

    0.25% of the 13F portfolio, value $306,845.

    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 9,362 shares
    Change vs previous 13F -908 shares

    0.4% of the 13F portfolio, value $486,496.

    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 10,270 shares
    Change vs previous 13F -9,872 shares

    0.44% of the 13F portfolio, value $533,218.

    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 20,142 shares
    Change vs previous 13F -14,206 shares

    0.92% of the 13F portfolio, value $1,042,953.

    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 34,348 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $1,778,216.

    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).