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Disclosery

Elm3 Financial Group, LLC: PTY position timeline

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

Elm3 Financial Group, LLC held 35,248 PTY 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 35,248 shares
    Change vs previous 13F -105,716 shares

    0.26% of the 13F portfolio, value $388,082.

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

  2. period ended2026-06-30
    13F 140,964 shares
    Change vs previous 13F -19,066 shares

    1.16% of the 13F portfolio, value $1,695,801.

    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 160,030 shares
    Change vs previous 13F -6,395 shares

    1.63% of the 13F portfolio, value $1,929,959.

    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 166,425 shares
    Change vs previous 13F +30,034 shares

    1.78% of the 13F portfolio, value $2,146,886.

    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 136,391 shares
    Change vs previous 13F +24,451 shares

    1.61% of the 13F portfolio, value $1,969,486.

    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 111,940 shares
    Change vs previous 13F +12,306 shares

    1.29% of the 13F portfolio, value $1,557,085.

    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 99,634 shares
    Change vs previous 13F +13,381 shares

    1.27% of the 13F portfolio, value $1,440,708.

    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 86,253 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,239,456.

    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).