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Elm3 Financial Group, LLC: FELG position timeline

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

Elm3 Financial Group, LLC held 17,286 FELG 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 17,286 shares
    Change vs previous 13F -2,300 shares

    0.52% of the 13F portfolio, value $779,445.

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

  2. period ended2026-06-30
    13F 19,586 shares
    Change vs previous 13F -1,244 shares

    0.59% of the 13F portfolio, value $856,901.

    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 20,830 shares
    Change vs previous 13F +121 shares

    0.66% of the 13F portfolio, value $780,925.

    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 20,709 shares
    Change vs previous 13F +6,461 shares

    0.72% of the 13F portfolio, value $863,571.

    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 14,248 shares
    Change vs previous 13F +2,700 shares

    0.48% of the 13F portfolio, value $585,878.

    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 11,548 shares
    Change vs previous 13F +4,559 shares

    0.36% of the 13F portfolio, value $427,622.

    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 6,989 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $220,154.

    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).