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Elm3 Financial Group, LLC: QQQ position timeline

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

Elm3 Financial Group, LLC held 6,093 QQQ 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 6,093 shares
    Change vs previous 13F -404 shares

    3.01% of the 13F portfolio, value $4,507,496.

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

  2. period ended2026-06-30
    13F 6,497 shares
    Change vs previous 13F -448 shares

    3.28% of the 13F portfolio, value $4,784,076.

    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 6,945 shares
    Change vs previous 13F -33 shares

    3.39% of the 13F portfolio, value $4,008,269.

    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 6,978 shares
    Change vs previous 13F -250 shares

    3.56% of the 13F portfolio, value $4,286,370.

    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 7,228 shares
    Change vs previous 13F -303 shares

    3.56% of the 13F portfolio, value $4,339,452.

    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 7,531 shares
    Change vs previous 13F -557 shares

    3.45% of the 13F portfolio, value $4,154,363.

    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 8,088 shares
    Change vs previous 13F -2,004 shares

    3.33% of the 13F portfolio, value $3,792,563.

    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 10,092 shares
    Change vs previous 13F not available

    4.4% of the 13F portfolio, value $5,159,169.

    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).