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Disclosery

Elm3 Financial Group, LLC: EPOL position timeline

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

Elm3 Financial Group, LLC held 15,678 EPOL 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 15,678 shares
    Change vs previous 13F -54 shares

    0.46% of the 13F portfolio, value $694,841.

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

  2. period ended2026-06-30
    13F 15,732 shares
    Change vs previous 13F -1,898 shares

    0.42% of the 13F portfolio, value $607,405.

    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 17,630 shares
    Change vs previous 13F -346 shares

    0.54% of the 13F portfolio, value $641,895.

    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 17,976 shares
    Change vs previous 13F -1,057 shares

    0.52% of the 13F portfolio, value $632,563.

    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 19,033 shares
    Change vs previous 13F -391 shares

    0.5% of the 13F portfolio, value $612,847.

    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 19,424 shares
    Change vs previous 13F +183 shares

    0.52% of the 13F portfolio, value $626,603.

    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 19,241 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $538,940.

    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).