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Disclosery

Elm3 Financial Group, LLC: SMH position timeline

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

Elm3 Financial Group, LLC held 2,361 SMH 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 2,361 shares
    Change vs previous 13F -20 shares

    0.96% of the 13F portfolio, value $1,437,883.

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

  2. period ended2026-06-30
    13F 2,381 shares
    Change vs previous 13F +400 shares

    1.07% of the 13F portfolio, value $1,561,383.

    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 1,981 shares
    Change vs previous 13F +395 shares

    0.64% of the 13F portfolio, value $759,345.

    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 1,586 shares
    Change vs previous 13F -77 shares

    0.47% of the 13F portfolio, value $570,988.

    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 1,663 shares
    Change vs previous 13F -39 shares

    0.44% of the 13F portfolio, value $542,693.

    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 1,702 shares
    Change vs previous 13F -84 shares

    0.39% of the 13F portfolio, value $474,756.

    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 1,786 shares
    Change vs previous 13F -278 shares

    0.33% of the 13F portfolio, value $377,763.

    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 2,064 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $499,927.

    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).