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Disclosery

Elm3 Financial Group, LLC: COST position timeline

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

Elm3 Financial Group, LLC held 679 COST 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 679 shares
    Change vs previous 13F -8 shares

    0.41% of the 13F portfolio, value $618,438.

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

  2. period ended2026-06-30
    13F 687 shares
    Change vs previous 13F -27 shares

    0.44% of the 13F portfolio, value $642,992.

    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 714 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $711,794.

    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 714 shares
    Change vs previous 13F -73 shares

    0.51% of the 13F portfolio, value $615,575.

    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 787 shares
    Change vs previous 13F -11 shares

    0.6% of the 13F portfolio, value $728,324.

    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 798 shares
    Change vs previous 13F -35 shares

    0.66% of the 13F portfolio, value $789,814.

    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 833 shares
    Change vs previous 13F -17 shares

    0.69% of the 13F portfolio, value $787,682.

    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 850 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $778,681.

    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).