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Elmwood Wealth Management, Inc.: IDVO position timeline

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

Elmwood Wealth Management, Inc. held 211,939 IDVO 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 211,939 shares
    Change vs previous 13F +6,710 shares

    2.12% of the 13F portfolio, value $8,803,947.

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

  2. period ended2026-06-30
    13F 205,229 shares
    Change vs previous 13F +3,711 shares

    2.16% of the 13F portfolio, value $8,619,618.

    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 201,518 shares
    Change vs previous 13F +32,135 shares

    2.26% of the 13F portfolio, value $8,155,434.

    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 169,383 shares
    Change vs previous 13F +1,712 shares

    2.05% of the 13F portfolio, value $6,495,839.

    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 167,671 shares
    Change vs previous 13F +4,823 shares

    2.22% of the 13F portfolio, value $6,252,452.

    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 162,848 shares
    Change vs previous 13F +2,973 shares

    2.22% of the 13F portfolio, value $5,595,458.

    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 159,875 shares
    Change vs previous 13F +1,651 shares

    2.06% of the 13F portfolio, value $5,028,069.

    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 158,224 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $4,721,405.

    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).