Elm3 Financial Group, LLC: MSFT position timeline

Elm3 Financial Group, LLC held 9,390 MSFT 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 9,390 shares

   Change vs previous 13F -303 shares

   3.21% of the 13F portfolio, value $4,816,012.

   13F-HR 0002011201-26-000005 filed by Elm3 Financial Group, LLC
   Accepted 2026-10-07 17:34:47 UTC, ingested 2026-10-07 17:35:30 UTC

2. period ended2026-06-30

   13F 9,693 shares

   Change vs previous 13F -286 shares

   2.48% of the 13F portfolio, value $3,615,527.

   13F-HR 0002011201-26-000003 filed by Elm3 Financial Group, LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 9,979 shares

   Change vs previous 13F -145 shares

   3.12% of the 13F portfolio, value $3,694,055.

   13F-HR 0002011201-26-000002 filed by Elm3 Financial Group, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 10,124 shares

   Change vs previous 13F -388 shares

   4.06% of the 13F portfolio, value $4,896,225.

   13F-HR 0002011201-26-000001 filed by Elm3 Financial Group, LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 10,512 shares

   Change vs previous 13F -721 shares

   4.46% of the 13F portfolio, value $5,444,910.

   13F-HR 0002011201-25-000005 filed by Elm3 Financial Group, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 11,233 shares

   Change vs previous 13F -659 shares

   4.65% of the 13F portfolio, value $5,587,353.

   13F-HR 0002011201-25-000002 filed by Elm3 Financial Group, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 11,892 shares

   Change vs previous 13F -1,049 shares

   3.92% of the 13F portfolio, value $4,464,023.

   13F-HR 0002011201-25-000001 filed by Elm3 Financial Group, LLC
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 12,941 shares

   Change vs previous 13F not available

   4.65% of the 13F portfolio, value $5,454,815.

   13F-HR 0001667731-25-000138 filed by Elm3 Financial Group, LLC
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).