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Disclosery

Elm3 Financial Group, LLC: HD position timeline

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

Elm3 Financial Group, LLC held 2,197 HD 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 2,197 shares
    Change vs previous 13F -927 shares

    0.42% of the 13F portfolio, value $624,937.

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

  2. period ended2026-06-30
    13F 3,124 shares
    Change vs previous 13F -1,180 shares

    0.75% of the 13F portfolio, value $1,101,662.

    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 4,304 shares
    Change vs previous 13F -1,435 shares

    1.2% of the 13F portfolio, value $1,415,684.

    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 5,739 shares
    Change vs previous 13F -217 shares

    1.64% of the 13F portfolio, value $1,974,880.

    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 5,956 shares
    Change vs previous 13F +1,885 shares

    1.98% of the 13F portfolio, value $2,413,320.

    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 4,071 shares
    Change vs previous 13F -188 shares

    1.24% of the 13F portfolio, value $1,492,505.

    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 4,259 shares
    Change vs previous 13F +2,307 shares

    1.37% of the 13F portfolio, value $1,561,048.

    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).

  8. period ended2024-12-31
    13F 1,952 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $759,501.

    13F-HR 0001667731-25-000138 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).