Elmwood Wealth Management, Inc.: MA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elmwood Wealth Management, Inc. on MA, newest first. How the timeline and the estimate are built.
Elmwood Wealth Management, Inc. held 5,471 MA shares at 2026-09-30 per its 13F-HR filed 2026-10-14.
the latest 13F is the newest step
- period ended2026-09-3013F 5,471 sharesChange vs previous 13F +49 shares
0.73% of the 13F portfolio, value $3,017,310.
13F-HR 0001731927-26-000006 filed by Elmwood Wealth Management, Inc.
Accepted , ingested - period ended2026-06-3013F 5,422 sharesChange vs previous 13F -116 shares
0.7% of the 13F portfolio, value $2,784,942.
13F-HR 0001731927-26-000003 filed by Elmwood Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,538 sharesChange vs previous 13F -180 shares
0.77% of the 13F portfolio, value $2,767,118.
13F-HR 0001731927-26-000002 filed by Elmwood Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,718 sharesChange vs previous 13F -7 shares
1.03% of the 13F portfolio, value $3,264,510.
13F-HR 0001731927-26-000001 filed by Elmwood Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,725 sharesChange vs previous 13F +165 shares
1.15% of the 13F portfolio, value $3,256,654.
13F-HR 0001731927-25-000006 filed by Elmwood Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,560 sharesChange vs previous 13F -50 shares
1.24% of the 13F portfolio, value $3,124,601.
13F-HR 0001731927-25-000003 filed by Elmwood Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,610 sharesChange vs previous 13F -185 shares
1.26% of the 13F portfolio, value $3,074,954.
13F-HR 0001731927-25-000002 filed by Elmwood Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,795 sharesChange vs previous 13F not available
1.23% of the 13F portfolio, value $3,051,474.
13F-HR 0001731927-25-000001 filed by Elmwood Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).