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Disclosery

Elm3 Financial Group, LLC: IWP position timeline

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

Elm3 Financial Group, LLC held 4,363 IWP 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 4,363 shares
    Change vs previous 13F -210 shares

    0.4% of the 13F portfolio, value $600,632.

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

  2. period ended2026-06-30
    13F 4,573 shares
    Change vs previous 13F +85 shares

    0.46% of the 13F portfolio, value $669,535.

    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 4,488 shares
    Change vs previous 13F -120 shares

    0.49% of the 13F portfolio, value $575,003.

    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 4,608 shares
    Change vs previous 13F +92 shares

    0.52% of the 13F portfolio, value $631,019.

    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 4,516 shares
    Change vs previous 13F -124 shares

    0.53% of the 13F portfolio, value $643,121.

    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 4,640 shares
    Change vs previous 13F -379 shares

    0.54% of the 13F portfolio, value $643,472.

    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 5,019 shares
    Change vs previous 13F +2,440 shares

    0.52% of the 13F portfolio, value $589,678.

    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 2,579 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $326,883.

    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).