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Elmwood Wealth Management, Inc.: ACWI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elmwood Wealth Management, Inc. on ACWI, newest first. How the timeline and the estimate are built.

Elmwood Wealth Management, Inc. held 11,905 ACWI shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,905 shares
    Change vs previous 13F +1,154 shares

    0.45% of the 13F portfolio, value $1,890,109.

    13F-HR 0001731927-26-000006 filed by Elmwood Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,751 shares
    Change vs previous 13F -194 shares

    0.42% of the 13F portfolio, value $1,687,585.

    13F-HR 0001731927-26-000003 filed by Elmwood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 10,945 shares
    Change vs previous 13F +1,639 shares

    0.42% of the 13F portfolio, value $1,514,460.

    13F-HR 0001731927-26-000002 filed by Elmwood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 9,306 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,316,706.

    13F-HR 0001731927-26-000001 filed by Elmwood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).