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Elmwood Wealth Management, Inc.: FLOT position timeline

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

Elmwood Wealth Management, Inc. held 73,777 FLOT 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 73,777 shares
    Change vs previous 13F +3,271 shares

    0.91% of the 13F portfolio, value $3,766,316.

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

  2. period ended2026-06-30
    13F 70,506 shares
    Change vs previous 13F +4,996 shares

    0.9% of the 13F portfolio, value $3,599,332.

    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 65,510 shares
    Change vs previous 13F -2,199 shares

    0.92% of the 13F portfolio, value $3,337,735.

    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 67,709 shares
    Change vs previous 13F +7,796 shares

    1.09% of the 13F portfolio, value $3,443,665.

    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 59,913 shares
    Change vs previous 13F +19,725 shares

    1.08% of the 13F portfolio, value $3,060,656.

    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 40,188 shares
    Change vs previous 13F +3,865 shares

    0.81% of the 13F portfolio, value $2,050,392.

    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 36,323 shares
    Change vs previous 13F -1,470 shares

    0.76% of the 13F portfolio, value $1,854,290.

    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 37,793 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,922,908.

    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).