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Elmwood Wealth Management, Inc.: AMT position timeline

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

Elmwood Wealth Management, Inc. held 0 AMT shares at 2026-03-31 per its 13F-HR filed 2026-04-09.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -2,465 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 2,465 shares
    Change vs previous 13F +255 shares

    0.14% of the 13F portfolio, value $432,812.

    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).

  3. period ended2025-09-30
    13F 2,210 shares
    Change vs previous 13F +120 shares

    0.15% of the 13F portfolio, value $425,062.

    13F-HR 0001731927-25-000006 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 ended2025-06-30
    13F 2,090 shares
    Change vs previous 13F +3 shares

    0.18% of the 13F portfolio, value $461,972.

    13F-HR 0001731927-25-000003 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).

  5. period ended2025-03-31
    13F 2,087 shares
    Change vs previous 13F +50 shares

    0.19% of the 13F portfolio, value $454,132.

    13F-HR 0001731927-25-000002 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).

  6. period ended2024-12-31
    13F 2,037 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $373,607.

    13F-HR 0001731927-25-000001 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).