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Disclosery

Elm3 Financial Group, LLC: IWY position timeline

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

Elm3 Financial Group, LLC held 2,515 IWY 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 2,515 shares
    Change vs previous 13F -145 shares

    0.49% of the 13F portfolio, value $741,555.

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

  2. period ended2026-06-30
    13F 2,660 shares
    Change vs previous 13F -84 shares

    0.53% of the 13F portfolio, value $773,187.

    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 2,744 shares
    Change vs previous 13F -23 shares

    0.58% of the 13F portfolio, value $682,795.

    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 2,767 shares
    Change vs previous 13F -213 shares

    0.64% of the 13F portfolio, value $766,254.

    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 2,980 shares
    Change vs previous 13F -305 shares

    0.67% of the 13F portfolio, value $815,423.

    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 3,285 shares
    Change vs previous 13F -242 shares

    0.67% of the 13F portfolio, value $809,718.

    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 3,527 shares
    Change vs previous 13F -1,084 shares

    0.65% of the 13F portfolio, value $743,910.

    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 4,611 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,084,725.

    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).