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Disclosery

Elm3 Financial Group, LLC: SPGI position timeline

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

Elm3 Financial Group, LLC held 524 SPGI 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 524 shares
    Change vs previous 13F -135 shares

    0.14% of the 13F portfolio, value $206,788.

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

  2. period ended2026-06-30
    13F 659 shares
    Change vs previous 13F -61 shares

    0.18% of the 13F portfolio, value $268,454.

    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 720 shares
    Change vs previous 13F -10 shares

    0.26% of the 13F portfolio, value $306,298.

    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 730 shares
    Change vs previous 13F -101 shares

    0.32% of the 13F portfolio, value $381,534.

    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 831 shares
    Change vs previous 13F -50 shares

    0.33% of the 13F portfolio, value $404,474.

    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 881 shares
    Change vs previous 13F -91 shares

    0.39% of the 13F portfolio, value $464,541.

    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 972 shares
    Change vs previous 13F -58 shares

    0.43% of the 13F portfolio, value $493,850.

    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 1,030 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $512,926.

    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).