Elm3 Financial Group, LLC
Holdings in PFL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $231,277 | 27,435 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $235,944 | 27,693 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $232,127 | 27,833 | Shares | Sole | 2025-07-23 |
| 2025-03-31 | $188,211 | 21,885 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $210,195 | 25,083 | Shares | Sole | 2025-01-27 |