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Elmwood Wealth Management, Inc.: MRSH position timeline

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

Elmwood Wealth Management, Inc. held 5,753 MRSH 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 5,753 shares
    Change vs previous 13F -40 shares

    0.24% of the 13F portfolio, value $982,208.

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

  2. period ended2026-06-30
    13F 5,793 shares
    Change vs previous 13F +171 shares

    0.24% of the 13F portfolio, value $965,517.

    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 5,622 shares
    Change vs previous 13F -245 shares

    0.27% of the 13F portfolio, value $975,136.

    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 5,867 shares
    Change vs previous 13F +144 shares

    0.34% of the 13F portfolio, value $1,088,444.

    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 5,723 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,153,354.

    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 5,723 shares
    Change vs previous 13F +1 shares

    0.5% of the 13F portfolio, value $1,251,274.

    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 5,722 shares
    Change vs previous 13F -394 shares

    0.57% of the 13F portfolio, value $1,396,340.

    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 6,116 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,299,100.

    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).