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Disclosery

Elm3 Financial Group, LLC: VB position timeline

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

Elm3 Financial Group, LLC held 4,589 VB 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 4,589 shares
    Change vs previous 13F -42 shares

    0.87% of the 13F portfolio, value $1,305,494.

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

  2. period ended2026-06-30
    13F 4,631 shares
    Change vs previous 13F +75 shares

    0.96% of the 13F portfolio, value $1,403,720.

    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 4,556 shares
    Change vs previous 13F +1,288 shares

    1.01% of the 13F portfolio, value $1,193,281.

    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 3,268 shares
    Change vs previous 13F +1,054 shares

    0.7% of the 13F portfolio, value $842,981.

    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 2,214 shares
    Change vs previous 13F -77 shares

    0.46% of the 13F portfolio, value $562,976.

    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 2,291 shares
    Change vs previous 13F -103 shares

    0.45% of the 13F portfolio, value $542,921.

    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 2,394 shares
    Change vs previous 13F +962 shares

    0.47% of the 13F portfolio, value $530,870.

    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 1,432 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $344,081.

    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).