Elm3 Financial Group, LLC
CIK
0002011201
City
Alpharetta
State / Country
GA
Holdings in PTY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,146,882 | 166,425 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $1,969,486 | 136,391 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $1,557,085 | 111,940 | Shares | Sole | 2025-07-23 |
| 2025-03-31 | $1,440,707 | 99,634 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $1,239,455 | 86,253 | Shares | Sole | 2025-01-27 |