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Elm3 Financial Group, LLC: PFL position timeline

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

Elm3 Financial Group, LLC held 19,252 PFL 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 19,252 shares
    Change vs previous 13F -3,275 shares

    0.09% of the 13F portfolio, value $132,839.

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

  2. period ended2026-06-30
    13F 22,527 shares
    Change vs previous 13F -3,358 shares

    0.12% of the 13F portfolio, value $177,513.

    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 25,885 shares
    Change vs previous 13F -1,550 shares

    0.17% of the 13F portfolio, value $207,080.

    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 27,435 shares
    Change vs previous 13F -258 shares

    0.19% of the 13F portfolio, value $231,277.

    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 27,693 shares
    Change vs previous 13F -140 shares

    0.19% of the 13F portfolio, value $235,944.

    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 27,833 shares
    Change vs previous 13F +5,948 shares

    0.19% of the 13F portfolio, value $232,127.

    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 21,885 shares
    Change vs previous 13F -3,198 shares

    0.17% of the 13F portfolio, value $188,211.

    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 25,083 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $210,196.

    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).