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Elmwood Wealth Management, Inc.: BIL position timeline

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

Elmwood Wealth Management, Inc. held 38,999 BIL 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 38,999 shares
    Change vs previous 13F -10,971 shares

    0.86% of the 13F portfolio, value $3,573,869.

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

  2. period ended2026-06-30
    13F 49,970 shares
    Change vs previous 13F -9,690 shares

    1.15% of the 13F portfolio, value $4,579,251.

    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 59,660 shares
    Change vs previous 13F +44,150 shares

    1.51% of the 13F portfolio, value $5,467,243.

    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 15,510 shares
    Change vs previous 13F -8,775 shares

    0.45% of the 13F portfolio, value $1,417,304.

    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).

  5. period ended2025-09-30
    13F 24,285 shares
    Change vs previous 13F -622 shares

    0.79% of the 13F portfolio, value $2,228,149.

    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).

  6. period ended2025-06-30
    13F 24,907 shares
    Change vs previous 13F -26,835 shares

    0.91% of the 13F portfolio, value $2,284,720.

    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).

  7. period ended2025-03-31
    13F 51,742 shares
    Change vs previous 13F -12,558 shares

    1.95% of the 13F portfolio, value $4,746,294.

    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).

  8. period ended2024-12-31
    13F 64,300 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $5,878,949.

    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).