Number of Shares
9,362
Previous 10,270 8.84%
Holding current value
$486 Million
Previous $533 Million 8.76%
% of portfolio
0.4%
Previous 0.44%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

SELL
N/A
-908 Reduced 8.84%
9,362 $486 Million
Q2 2025

Jul 22, 2025

SELL
N/A
-9,872 Reduced 49.01%
10,270 $533 Million
Q1 2025

May 06, 2025

SELL
N/A
-14,206 Reduced 41.36%
20,142 $1.04 Billion
Q4 2024

Jan 27, 2025

BUY
N/A
34,348 New
34,348 $1.78 Billion
Track This Portfolio

Track Elm3 Financial Group, LLC Portfolio

Follow Elm3 Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elm3 Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elm3 Financial Group, LLC with notifications on news.