Elmwood Wealth Management, Inc.: COST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elmwood Wealth Management, Inc. on COST, newest first. How the timeline and the estimate are built.
Elmwood Wealth Management, Inc. held 3,250 COST shares at 2026-09-30 per its 13F-HR filed 2026-10-14.
the latest 13F is the newest step
- period ended2026-09-3013F 3,250 sharesChange vs previous 13F -6 shares
0.71% of the 13F portfolio, value $2,958,763.
13F-HR 0001731927-26-000006 filed by Elmwood Wealth Management, Inc.
Accepted , ingested - period ended2026-06-3013F 3,256 sharesChange vs previous 13F -45 shares
0.76% of the 13F portfolio, value $3,046,053.
13F-HR 0001731927-26-000003 filed by Elmwood Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,301 sharesChange vs previous 13F -54 shares
0.91% of the 13F portfolio, value $3,288,917.
13F-HR 0001731927-26-000002 filed by Elmwood Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,355 sharesChange vs previous 13F -33 shares
0.91% of the 13F portfolio, value $2,893,365.
13F-HR 0001731927-26-000001 filed by Elmwood Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,388 sharesChange vs previous 13F -29 shares
1.11% of the 13F portfolio, value $3,136,264.
13F-HR 0001731927-25-000006 filed by Elmwood Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,417 sharesChange vs previous 13F -128 shares
1.34% of the 13F portfolio, value $3,382,870.
13F-HR 0001731927-25-000003 filed by Elmwood Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,545 sharesChange vs previous 13F -123 shares
1.38% of the 13F portfolio, value $3,352,457.
13F-HR 0001731927-25-000002 filed by Elmwood Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,668 sharesChange vs previous 13F not available
1.36% of the 13F portfolio, value $3,360,477.
13F-HR 0001731927-25-000001 filed by Elmwood Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).