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Disclosery

Elm3 Financial Group, LLC: PH position timeline

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

Elm3 Financial Group, LLC held 406 PH 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 406 shares
    Change vs previous 13F +6 shares

    0.26% of the 13F portfolio, value $387,901.

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

  2. period ended2026-06-30
    13F 400 shares
    Change vs previous 13F +42 shares

    0.27% of the 13F portfolio, value $391,248.

    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 358 shares
    Change vs previous 13F +58 shares

    0.27% of the 13F portfolio, value $320,496.

    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 300 shares
    Change vs previous 13F -7 shares

    0.22% of the 13F portfolio, value $263,688.

    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 307 shares
    Change vs previous 13F +7 shares

    0.19% of the 13F portfolio, value $232,752.

    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 300 shares
    Change vs previous 13F -32 shares

    0.17% of the 13F portfolio, value $209,541.

    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 332 shares
    Change vs previous 13F -36 shares

    0.18% of the 13F portfolio, value $201,806.

    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 368 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $234,059.

    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).