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Disclosery

Elmwood Wealth Management, Inc.: IWD position timeline

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

Elmwood Wealth Management, Inc. held 4,892 IWD 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 4,892 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $1,212,874.

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

  2. period ended2026-06-30
    13F 4,892 shares
    Change vs previous 13F -150 shares

    0.3% of the 13F portfolio, value $1,185,968.

    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 5,042 shares
    Change vs previous 13F +535 shares

    0.3% of the 13F portfolio, value $1,077,325.

    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 4,507 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $948,003.

    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).