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Disclosery

Elm3 Financial Group, LLC: LONZ position timeline

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

Elm3 Financial Group, LLC held 22,182 LONZ 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 22,182 shares
    Change vs previous 13F +222 shares

    0.73% of the 13F portfolio, value $1,090,241.

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

  2. period ended2026-06-30
    13F 21,960 shares
    Change vs previous 13F -860 shares

    0.74% of the 13F portfolio, value $1,082,838.

    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 22,820 shares
    Change vs previous 13F -5,951 shares

    0.95% of the 13F portfolio, value $1,126,856.

    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 28,771 shares
    Change vs previous 13F -11,322 shares

    1.2% of the 13F portfolio, value $1,446,600.

    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 40,093 shares
    Change vs previous 13F -6,522 shares

    1.68% of the 13F portfolio, value $2,047,547.

    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 46,615 shares
    Change vs previous 13F -2,281 shares

    1.98% of the 13F portfolio, value $2,377,047.

    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 48,896 shares
    Change vs previous 13F -1,443 shares

    2.17% of the 13F portfolio, value $2,463,623.

    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 50,339 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $2,572,317.

    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).