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Elmwood Wealth Management, Inc.: BNDX position timeline

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

Elmwood Wealth Management, Inc. held 89,870 BNDX 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 89,870 shares
    Change vs previous 13F +3,815 shares

    1.01% of the 13F portfolio, value $4,212,195.

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

  2. period ended2026-06-30
    13F 86,055 shares
    Change vs previous 13F +3,597 shares

    1.04% of the 13F portfolio, value $4,167,661.

    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 82,458 shares
    Change vs previous 13F +18,588 shares

    1.1% of the 13F portfolio, value $3,962,124.

    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 63,870 shares
    Change vs previous 13F +4,138 shares

    0.97% of the 13F portfolio, value $3,086,199.

    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 59,732 shares
    Change vs previous 13F +5,410 shares

    1.05% of the 13F portfolio, value $2,954,345.

    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 54,322 shares
    Change vs previous 13F +827 shares

    1.07% of the 13F portfolio, value $2,689,483.

    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 53,495 shares
    Change vs previous 13F +3,235 shares

    1.07% of the 13F portfolio, value $2,611,626.

    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 50,260 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $2,465,253.

    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).