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Elmwood Wealth Management, Inc.: DFCA position timeline

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

Elmwood Wealth Management, Inc. held 130,168 DFCA 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 130,168 shares
    Change vs previous 13F +5,800 shares

    1.49% of the 13F portfolio, value $6,205,109.

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

  2. period ended2026-06-30
    13F 124,368 shares
    Change vs previous 13F +6,579 shares

    1.56% of the 13F portfolio, value $6,240,787.

    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 117,789 shares
    Change vs previous 13F +35,625 shares

    1.62% of the 13F portfolio, value $5,871,782.

    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 82,164 shares
    Change vs previous 13F +19,324 shares

    1.3% of the 13F portfolio, value $4,114,790.

    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 62,840 shares
    Change vs previous 13F +8,750 shares

    1.11% of the 13F portfolio, value $3,131,004.

    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 54,090 shares
    Change vs previous 13F +12,700 shares

    1.06% of the 13F portfolio, value $2,665,556.

    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 41,390 shares
    Change vs previous 13F +23,810 shares

    0.84% of the 13F portfolio, value $2,052,944.

    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 17,580 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $879,879.

    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).