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Disclosery

Elm3 Financial Group, LLC: VFMV position timeline

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

Elm3 Financial Group, LLC held 2,029 VFMV 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 2,029 shares
    Change vs previous 13F -235 shares

    0.19% of the 13F portfolio, value $287,195.

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

  2. period ended2026-06-30
    13F 2,264 shares
    Change vs previous 13F -70 shares

    0.22% of the 13F portfolio, value $315,519.

    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 2,334 shares
    Change vs previous 13F -1 shares

    0.26% of the 13F portfolio, value $310,959.

    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 2,335 shares
    Change vs previous 13F +277 shares

    0.25% of the 13F portfolio, value $304,414.

    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 2,058 shares
    Change vs previous 13F -121 shares

    0.22% of the 13F portfolio, value $270,232.

    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 2,179 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $279,413.

    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).