Skip to content
Disclosery

Elm3 Financial Group, LLC: JAAA position timeline

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

Elm3 Financial Group, LLC held 11,423 JAAA 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 11,423 shares
    Change vs previous 13F -115 shares

    0.38% of the 13F portfolio, value $576,519.

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

  2. period ended2026-06-30
    13F 11,538 shares
    Change vs previous 13F -3,710 shares

    0.4% of the 13F portfolio, value $582,554.

    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 15,248 shares
    Change vs previous 13F -796 shares

    0.65% of the 13F portfolio, value $768,042.

    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 16,044 shares
    Change vs previous 13F -8,589 shares

    0.67% of the 13F portfolio, value $811,506.

    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 24,633 shares
    Change vs previous 13F -156 shares

    1.03% of the 13F portfolio, value $1,250,864.

    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 24,789 shares
    Change vs previous 13F -14,987 shares

    1.05% of the 13F portfolio, value $1,258,042.

    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 39,776 shares
    Change vs previous 13F -20,382 shares

    1.77% of the 13F portfolio, value $2,017,041.

    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 60,158 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $3,050,620.

    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).