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Elmwood Wealth Management, Inc.: ELD position timeline

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

Elmwood Wealth Management, Inc. held 150,316 ELD 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 150,316 shares
    Change vs previous 13F +4,055 shares

    1.01% of the 13F portfolio, value $4,189,298.

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

  2. period ended2026-06-30
    13F 146,261 shares
    Change vs previous 13F +4,205 shares

    1.05% of the 13F portfolio, value $4,197,698.

    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 142,056 shares
    Change vs previous 13F +21,218 shares

    1.09% of the 13F portfolio, value $3,951,999.

    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 120,838 shares
    Change vs previous 13F +7,885 shares

    1.11% of the 13F portfolio, value $3,528,470.

    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 112,953 shares
    Change vs previous 13F +7,461 shares

    1.15% of the 13F portfolio, value $3,246,834.

    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 105,492 shares
    Change vs previous 13F -2,714 shares

    1.17% of the 13F portfolio, value $2,949,557.

    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 108,206 shares
    Change vs previous 13F -1,542 shares

    1.19% of the 13F portfolio, value $2,895,593.

    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 109,748 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $2,784,911.

    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).