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Elmwood Wealth Management, Inc.: MSFT position timeline

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

Elmwood Wealth Management, Inc. held 10,152 MSFT 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 10,152 shares
    Change vs previous 13F +617 shares

    1.25% of the 13F portfolio, value $5,206,868.

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

  2. period ended2026-06-30
    13F 9,535 shares
    Change vs previous 13F +89 shares

    0.89% of the 13F portfolio, value $3,556,611.

    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 9,446 shares
    Change vs previous 13F +1,187 shares

    0.97% of the 13F portfolio, value $3,496,720.

    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 8,259 shares
    Change vs previous 13F +32 shares

    1.26% of the 13F portfolio, value $3,994,009.

    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 8,227 shares
    Change vs previous 13F +1,783 shares

    1.51% of the 13F portfolio, value $4,261,394.

    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 6,444 shares
    Change vs previous 13F +8 shares

    1.27% of the 13F portfolio, value $3,205,457.

    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 6,436 shares
    Change vs previous 13F -124 shares

    0.99% of the 13F portfolio, value $2,416,017.

    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 6,560 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $2,765,229.

    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).