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Disclosery

Elm3 Financial Group, LLC: VO position timeline

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

Elm3 Financial Group, LLC held 15,738 VO 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 15,738 shares
    Change vs previous 13F -110 shares

    0.82% of the 13F portfolio, value $1,234,155.

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

  2. period ended2026-06-30
    13F 15,848 shares
    Change vs previous 13F +11,851 shares

    0.87% of the 13F portfolio, value $1,276,882.

    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 3,997 shares
    Change vs previous 13F +210 shares

    0.97% of the 13F portfolio, value $1,147,840.

    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 3,787 shares
    Change vs previous 13F +2,179 shares

    0.91% of the 13F portfolio, value $1,099,012.

    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 1,608 shares
    Change vs previous 13F +128 shares

    0.39% of the 13F portfolio, value $472,475.

    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 1,480 shares
    Change vs previous 13F -110 shares

    0.34% of the 13F portfolio, value $414,258.

    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 1,590 shares
    Change vs previous 13F +417 shares

    0.36% of the 13F portfolio, value $411,307.

    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 1,173 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $309,901.

    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).