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Disclosery

Elm3 Financial Group, LLC: PFN position timeline

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

Elm3 Financial Group, LLC held 29,233 PFN 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 29,233 shares
    Change vs previous 13F -1,763 shares

    0.12% of the 13F portfolio, value $182,414.

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

  2. period ended2026-06-30
    13F 30,996 shares
    Change vs previous 13F -6,700 shares

    0.15% of the 13F portfolio, value $221,001.

    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 37,696 shares
    Change vs previous 13F -194 shares

    0.22% of the 13F portfolio, value $259,725.

    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 37,890 shares
    Change vs previous 13F -4,800 shares

    0.24% of the 13F portfolio, value $284,175.

    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 42,690 shares
    Change vs previous 13F +2,000 shares

    0.27% of the 13F portfolio, value $324,017.

    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 40,690 shares
    Change vs previous 13F +2,048 shares

    0.25% of the 13F portfolio, value $300,699.

    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 38,642 shares
    Change vs previous 13F +17 shares

    0.26% of the 13F portfolio, value $291,361.

    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 38,625 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $287,756.

    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).