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Elm3 Financial Group, LLC: DTM position timeline

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

Elm3 Financial Group, LLC held 4,670 DTM 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 4,670 shares
    Change vs previous 13F -26 shares

    0.37% of the 13F portfolio, value $557,959.

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

  2. period ended2026-06-30
    13F 4,696 shares
    Change vs previous 13F -76 shares

    0.47% of the 13F portfolio, value $689,103.

    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 4,772 shares
    Change vs previous 13F +8 shares

    0.54% of the 13F portfolio, value $642,685.

    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 4,764 shares
    Change vs previous 13F -10 shares

    0.47% of the 13F portfolio, value $570,214.

    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 4,774 shares
    Change vs previous 13F -550 shares

    0.44% of the 13F portfolio, value $539,705.

    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 5,324 shares
    Change vs previous 13F -515 shares

    0.49% of the 13F portfolio, value $585,129.

    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 5,839 shares
    Change vs previous 13F -342 shares

    0.5% of the 13F portfolio, value $563,319.

    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 6,181 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $614,570.

    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).