Skip to content
Disclosery

Elm3 Financial Group, LLC: PPA position timeline

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

Elm3 Financial Group, LLC held 6,981 PPA 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 6,981 shares
    Change vs previous 13F +38 shares

    0.72% of the 13F portfolio, value $1,079,340.

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

  2. period ended2026-06-30
    13F 6,943 shares
    Change vs previous 13F +305 shares

    0.84% of the 13F portfolio, value $1,226,485.

    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 6,638 shares
    Change vs previous 13F -136 shares

    0.93% of the 13F portfolio, value $1,099,919.

    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 6,774 shares
    Change vs previous 13F -67 shares

    0.88% of the 13F portfolio, value $1,061,023.

    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 6,841 shares
    Change vs previous 13F +956 shares

    0.87% of the 13F portfolio, value $1,063,445.

    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 5,885 shares
    Change vs previous 13F +1,882 shares

    0.69% of the 13F portfolio, value $833,854.

    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 4,003 shares
    Change vs previous 13F -150 shares

    0.41% of the 13F portfolio, value $466,556.

    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 4,153 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $476,480.

    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).