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Elm3 Financial Group, LLC: FDEV position timeline

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

Elm3 Financial Group, LLC held 37,258 FDEV 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 37,258 shares
    Change vs previous 13F -1,103 shares

    0.9% of the 13F portfolio, value $1,345,007.

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

  2. period ended2026-06-30
    13F 38,361 shares
    Change vs previous 13F +160 shares

    0.93% of the 13F portfolio, value $1,361,820.

    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 38,201 shares
    Change vs previous 13F +446 shares

    1.15% of the 13F portfolio, value $1,363,020.

    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 37,755 shares
    Change vs previous 13F -230 shares

    1.08% of the 13F portfolio, value $1,306,687.

    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 37,985 shares
    Change vs previous 13F +1,682 shares

    1.03% of the 13F portfolio, value $1,259,190.

    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 36,303 shares
    Change vs previous 13F +6,471 shares

    0.98% of the 13F portfolio, value $1,182,767.

    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 29,832 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $876,473.

    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).