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Elmwood Wealth Management, Inc.: DFIV position timeline

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

Elmwood Wealth Management, Inc. held 25,870 DFIV 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 25,870 shares
    Change vs previous 13F +285 shares

    0.35% of the 13F portfolio, value $1,445,099.

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

  2. period ended2026-06-30
    13F 25,585 shares
    Change vs previous 13F -63 shares

    0.35% of the 13F portfolio, value $1,382,102.

    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 25,648 shares
    Change vs previous 13F +2,206 shares

    0.37% of the 13F portfolio, value $1,353,702.

    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 23,442 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,169,756.

    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).