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Elmwood Wealth Management, Inc.: IBM position timeline

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

Elmwood Wealth Management, Inc. held 1,071 IBM 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 1,071 shares
    Change vs previous 13F -294 shares

    0.06% of the 13F portfolio, value $235,569.

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

  2. period ended2026-06-30
    13F 1,365 shares
    Change vs previous 13F +229 shares

    0.1% of the 13F portfolio, value $383,852.

    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 1,136 shares
    Change vs previous 13F +44 shares

    0.08% of the 13F portfolio, value $275,356.

    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 1,092 shares
    Change vs previous 13F -38 shares

    0.1% of the 13F portfolio, value $323,462.

    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 1,130 shares
    Change vs previous 13F +400 shares

    0.11% of the 13F portfolio, value $318,841.

    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 730 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $215,190.

    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).