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Disclosery

Elm3 Financial Group, LLC: GDE position timeline

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

Elm3 Financial Group, LLC held 10,028 GDE 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 10,028 shares
    Change vs previous 13F -495 shares

    0.43% of the 13F portfolio, value $639,084.

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

  2. period ended2026-06-30
    13F 10,523 shares
    Change vs previous 13F -771 shares

    0.44% of the 13F portfolio, value $642,920.

    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 11,294 shares
    Change vs previous 13F -448 shares

    0.6% of the 13F portfolio, value $710,411.

    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 11,742 shares
    Change vs previous 13F +640 shares

    0.6% of the 13F portfolio, value $723,560.

    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 11,102 shares
    Change vs previous 13F +234 shares

    0.52% of the 13F portfolio, value $637,366.

    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 10,868 shares
    Change vs previous 13F +5,737 shares

    0.43% of the 13F portfolio, value $512,535.

    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 5,131 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $210,628.

    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).