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Disclosery

Elm3 Financial Group, LLC: EWT position timeline

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

Elm3 Financial Group, LLC held 13,894 EWT 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 13,894 shares
    Change vs previous 13F +1,527 shares

    1.05% of the 13F portfolio, value $1,568,609.

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

  2. period ended2026-06-30
    13F 12,367 shares
    Change vs previous 13F +843 shares

    0.92% of the 13F portfolio, value $1,343,157.

    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 11,524 shares
    Change vs previous 13F -260 shares

    0.69% of the 13F portfolio, value $817,267.

    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 11,784 shares
    Change vs previous 13F -617 shares

    0.62% of the 13F portfolio, value $748,624.

    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 12,401 shares
    Change vs previous 13F -453 shares

    0.65% of the 13F portfolio, value $788,952.

    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 12,854 shares
    Change vs previous 13F +145 shares

    0.61% of the 13F portfolio, value $737,820.

    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 12,709 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $603,423.

    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).