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Elmwood Wealth Management, Inc.: CRM position timeline

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

Elmwood Wealth Management, Inc. held 5,630 CRM 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 5,630 shares
    Change vs previous 13F -1,539 shares

    0.31% of the 13F portfolio, value $1,292,591.

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

  2. period ended2026-06-30
    13F 7,169 shares
    Change vs previous 13F -282 shares

    0.28% of the 13F portfolio, value $1,123,172.

    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 7,451 shares
    Change vs previous 13F -138 shares

    0.38% of the 13F portfolio, value $1,390,879.

    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 7,589 shares
    Change vs previous 13F -517 shares

    0.64% of the 13F portfolio, value $2,010,531.

    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 8,106 shares
    Change vs previous 13F +105 shares

    0.68% of the 13F portfolio, value $1,921,238.

    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 8,001 shares
    Change vs previous 13F -76 shares

    0.86% of the 13F portfolio, value $2,181,926.

    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 8,077 shares
    Change vs previous 13F -85 shares

    0.89% of the 13F portfolio, value $2,167,544.

    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 8,162 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $2,728,802.

    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).