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Elm3 Financial Group, LLC: XMMO position timeline

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

Elm3 Financial Group, LLC held 21,071 XMMO 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 21,071 shares
    Change vs previous 13F -705 shares

    2.06% of the 13F portfolio, value $3,092,099.

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

  2. period ended2026-06-30
    13F 21,776 shares
    Change vs previous 13F +357 shares

    2.54% of the 13F portfolio, value $3,704,941.

    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 21,419 shares
    Change vs previous 13F +1 shares

    2.62% of the 13F portfolio, value $3,106,139.

    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 21,418 shares
    Change vs previous 13F -2,873 shares

    2.46% of the 13F portfolio, value $2,965,490.

    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 24,291 shares
    Change vs previous 13F -2,103 shares

    2.69% of the 13F portfolio, value $3,284,901.

    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 26,394 shares
    Change vs previous 13F -2,674 shares

    2.82% of the 13F portfolio, value $3,395,000.

    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 29,068 shares
    Change vs previous 13F +3,534 shares

    2.91% of the 13F portfolio, value $3,306,766.

    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 25,534 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $3,154,180.

    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).