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Elmwood Wealth Management, Inc.: CALI position timeline

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

Elmwood Wealth Management, Inc. held 216,023 CALI 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 216,023 shares
    Change vs previous 13F -13,587 shares

    2.59% of the 13F portfolio, value $10,760,091.

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

  2. period ended2026-06-30
    13F 229,610 shares
    Change vs previous 13F +17,681 shares

    2.9% of the 13F portfolio, value $11,603,323.

    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 211,929 shares
    Change vs previous 13F +47,671 shares

    2.96% of the 13F portfolio, value $10,687,580.

    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 164,258 shares
    Change vs previous 13F +10,618 shares

    2.62% of the 13F portfolio, value $8,288,459.

    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 153,640 shares
    Change vs previous 13F +9,658 shares

    2.76% of the 13F portfolio, value $7,784,939.

    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 143,982 shares
    Change vs previous 13F +5,077 shares

    2.88% of the 13F portfolio, value $7,263,892.

    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 138,905 shares
    Change vs previous 13F +14,088 shares

    2.87% of the 13F portfolio, value $6,995,256.

    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 124,817 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $6,260,821.

    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).