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Elm3 Financial Group, LLC → STT-PG
Elm3 Financial Group, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
12
Latest value
$297K
Q3 2026
Peak value
$2.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $316K |
| Q4 2025 | $1.6M |
| Q1 2026 | $354K |
| Q1 2026 | $2.4M |
| Q2 2026 | $226K |
| Q2 2026 | $421K |
| Q2 2026 | $2.5M |
| Q3 2026 | $362K |
| Q3 2026 | $695K |
| Q3 2026 | $2.4M |
| Q3 2026 | $262K |
| Q3 2026 | $297K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $297K | 1.7K | — | — |
| Q3 2026 | $262K | 4.9K | — | — |
| Q3 2026 | $2.4M | 104.2K | — | — |
| Q3 2026 | $695K | 4.4K | — | — |
| Q3 2026 | $362K | 11.2K | — | — |
| Q2 2026 | $2.5M | 106.4K | — | — |
| Q2 2026 | $421K | 2.7K | — | — |
| Q2 2026 | $226K | 4.4K | — | — |
| Q1 2026 | $2.4M | 103.8K | — | — |
| Q1 2026 | $354K | 2.8K | — | — |
| Q4 2025 | $1.6M | 69.7K | — | — |
| Q4 2025 | $316K | 2.6K | — | — |