Elm3 Financial Group, LLC: PSX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elm3 Financial Group, LLC on PSX, newest first. How the timeline and the estimate are built.
Elm3 Financial Group, LLC held 2,075 PSX shares at 2026-09-30 per its 13F-HR filed 2026-10-07.
the latest 13F is the newest step
- period ended2026-09-3013F 2,075 sharesChange vs previous 13F +2,075 shares
0.35% of the 13F portfolio, value $529,775.
13F-HR 0002011201-26-000005 filed by Elm3 Financial Group, LLC
Accepted , ingested - period ended2025-12-3113F 0 sharesChange vs previous 13F -1,574 shares
13F-HR 0002011201-26-000001 filed by Elm3 Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 1,574 sharesChange vs previous 13F -741 shares
0.18% of the 13F portfolio, value $214,095.
13F-HR 0002011201-25-000005 filed by Elm3 Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,315 sharesChange vs previous 13F -881 shares
0.23% of the 13F portfolio, value $276,125.
13F-HR 0002011201-25-000002 filed by Elm3 Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,196 sharesChange vs previous 13F -1,685 shares
0.35% of the 13F portfolio, value $394,683.
13F-HR 0002011201-25-000001 filed by Elm3 Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,881 sharesChange vs previous 13F not available
0.47% of the 13F portfolio, value $556,124.
13F-HR 0001667731-25-000138 filed by Elm3 Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).