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Elm3 Financial Group, LLC: NDAQ position timeline

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

Elm3 Financial Group, LLC held 3,488 NDAQ 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 3,488 shares
    Change vs previous 13F -252 shares

    0.21% of the 13F portfolio, value $320,931.

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

  2. period ended2026-06-30
    13F 3,740 shares
    Change vs previous 13F -1,342 shares

    0.2% of the 13F portfolio, value $294,787.

    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 5,082 shares
    Change vs previous 13F -86 shares

    0.36% of the 13F portfolio, value $431,450.

    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 5,168 shares
    Change vs previous 13F +1,348 shares

    0.42% of the 13F portfolio, value $501,968.

    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 3,820 shares
    Change vs previous 13F -94 shares

    0.28% of the 13F portfolio, value $337,879.

    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 3,914 shares
    Change vs previous 13F -3 shares

    0.29% of the 13F portfolio, value $349,990.

    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 3,917 shares
    Change vs previous 13F +118 shares

    0.26% of the 13F portfolio, value $297,144.

    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 3,799 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $293,701.

    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).