Skip to content
Disclosery

Elmwood Wealth Management, Inc.: IEMG position timeline

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

Elmwood Wealth Management, Inc. held 103,596 IEMG 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 103,596 shares
    Change vs previous 13F +276 shares

    2.02% of the 13F portfolio, value $8,407,877.

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

  2. period ended2026-06-30
    13F 103,320 shares
    Change vs previous 13F +1,502 shares

    2.14% of the 13F portfolio, value $8,559,029.

    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 101,818 shares
    Change vs previous 13F +40,969 shares

    1.96% of the 13F portfolio, value $7,101,806.

    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 60,849 shares
    Change vs previous 13F +4,258 shares

    1.29% of the 13F portfolio, value $4,090,270.

    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 56,591 shares
    Change vs previous 13F +1,089 shares

    1.32% of the 13F portfolio, value $3,730,479.

    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 55,502 shares
    Change vs previous 13F -1,121 shares

    1.32% of the 13F portfolio, value $3,331,786.

    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 56,623 shares
    Change vs previous 13F +886 shares

    1.25% of the 13F portfolio, value $3,055,944.

    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 55,737 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $2,910,587.

    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).