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Elm3 Financial Group, LLC: EFO position timeline

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

Elm3 Financial Group, LLC held 3,408 EFO 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 3,408 shares
    Change vs previous 13F -469 shares

    0.16% of the 13F portfolio, value $243,195.

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

  2. period ended2026-06-30
    13F 3,877 shares
    Change vs previous 13F -49 shares

    0.19% of the 13F portfolio, value $283,696.

    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 3,926 shares
    Change vs previous 13F +69 shares

    0.21% of the 13F portfolio, value $249,670.

    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 3,857 shares
    Change vs previous 13F -85 shares

    0.2% of the 13F portfolio, value $246,250.

    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 3,942 shares
    Change vs previous 13F +48 shares

    0.19% of the 13F portfolio, value $235,081.

    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 3,894 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $219,661.

    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).