Elm3 Financial Group, LLC

Business address
5755 North Point Parkway, Suite 92, Alpharetta, GA, 30022
Top securities (13F)
NVDA, AMZN, AVGO, ICLO, MSFT, QQQ, MTUM, LLY, AAPL, QQQM, XMMO, BRLN, HD, GOOGL, LONZ, PTY, WRB, PDI, THYF, and FTEC
State of incorporation
GA
Fiscal year end
31 December
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Elm3 Financial Group, LLC has filed 5 SEC EDGAR filings since 27 Jan 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 21 Oct 2025 30 Sep 2025 028-24626
N-PX Open Document Open Filing 15 Aug 2025 30 Jun 2025 028-24626
13F-HR Open Document Open Filing 23 Jul 2025 30 Jun 2025 028-24626
13F-HR Open Document Open Filing 06 May 2025 31 Mar 2025 028-24626
13F-HR Open Document Open Filing 27 Jan 2025 31 Dec 2024 028-24626