Skip to content
Disclosery

Elm3 Financial Group, LLC: PDI position timeline

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

Elm3 Financial Group, LLC held 113,980 PDI 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 113,980 shares
    Change vs previous 13F -14,894 shares

    1.07% of the 13F portfolio, value $1,599,140.

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

  2. period ended2026-06-30
    13F 128,874 shares
    Change vs previous 13F +37 shares

    1.47% of the 13F portfolio, value $2,152,198.

    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 128,837 shares
    Change vs previous 13F +7,890 shares

    1.86% of the 13F portfolio, value $2,204,404.

    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 120,947 shares
    Change vs previous 13F +33,926 shares

    1.78% of the 13F portfolio, value $2,141,980.

    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 87,021 shares
    Change vs previous 13F +2,696 shares

    1.41% of the 13F portfolio, value $1,723,012.

    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 84,325 shares
    Change vs previous 13F +7,944 shares

    1.33% of the 13F portfolio, value $1,599,653.

    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 76,381 shares
    Change vs previous 13F -3,644 shares

    1.33% of the 13F portfolio, value $1,512,334.

    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 80,025 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $1,467,649.

    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).