Elm3 Financial Group, LLC: VRT position timeline

Elm3 Financial Group, LLC held 2,389 VRT 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 2,389 shares

   Change vs previous 13F -102 shares

   0.38% of the 13F portfolio, value $576,504.

   13F-HR 0002011201-26-000005 filed by Elm3 Financial Group, LLC
   Accepted 2026-10-07 17:34:47 UTC, ingested 2026-10-07 17:35:30 UTC

2. period ended2026-06-30

   13F 2,491 shares

   Change vs previous 13F +229 shares

   0.57% of the 13F portfolio, value $834,054.

   13F-HR 0002011201-26-000003 filed by Elm3 Financial Group, LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 2,262 shares

   Change vs previous 13F -61 shares

   0.48% of the 13F portfolio, value $566,823.

   13F-HR 0002011201-26-000002 filed by Elm3 Financial Group, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 2,323 shares

   Change vs previous 13F -482 shares

   0.31% of the 13F portfolio, value $376,275.

   13F-HR 0002011201-26-000001 filed by Elm3 Financial Group, LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 2,805 shares

   Change vs previous 13F -93 shares

   0.35% of the 13F portfolio, value $423,167.

   13F-HR 0002011201-25-000005 filed by Elm3 Financial Group, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 2,898 shares

   Change vs previous 13F -184 shares

   0.31% of the 13F portfolio, value $372,135.

   13F-HR 0002011201-25-000002 filed by Elm3 Financial Group, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 3,082 shares

   Change vs previous 13F +459 shares

   0.2% of the 13F portfolio, value $222,521.

   13F-HR 0002011201-25-000001 filed by Elm3 Financial Group, LLC
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 2,623 shares

   Change vs previous 13F not available

   0.25% of the 13F portfolio, value $297,999.

   13F-HR 0001667731-25-000138 filed by Elm3 Financial Group, LLC
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).