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Elm3 Financial Group, LLC: FIDI position timeline

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

Elm3 Financial Group, LLC held 13,311 FIDI 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 13,311 shares
    Change vs previous 13F -89 shares

    0.25% of the 13F portfolio, value $370,046.

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

  2. period ended2026-06-30
    13F 13,400 shares
    Change vs previous 13F -1,381 shares

    0.25% of the 13F portfolio, value $366,758.

    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 14,781 shares
    Change vs previous 13F -317 shares

    0.34% of the 13F portfolio, value $408,030.

    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 15,098 shares
    Change vs previous 13F -1,863 shares

    0.32% of the 13F portfolio, value $391,189.

    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 16,961 shares
    Change vs previous 13F +1,478 shares

    0.34% of the 13F portfolio, value $414,988.

    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 15,483 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $360,599.

    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).