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Elmwood Wealth Management, Inc.: PEP position timeline

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

Elmwood Wealth Management, Inc. held 8,796 PEP 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 8,796 shares
    Change vs previous 13F +14 shares

    0.27% of the 13F portfolio, value $1,114,658.

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

  2. period ended2026-06-30
    13F 8,782 shares
    Change vs previous 13F -47 shares

    0.3% of the 13F portfolio, value $1,189,113.

    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 8,829 shares
    Change vs previous 13F -442 shares

    0.38% of the 13F portfolio, value $1,371,056.

    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 9,271 shares
    Change vs previous 13F +16 shares

    0.42% of the 13F portfolio, value $1,330,606.

    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 9,255 shares
    Change vs previous 13F -25 shares

    0.46% of the 13F portfolio, value $1,299,804.

    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 9,280 shares
    Change vs previous 13F -70 shares

    0.49% of the 13F portfolio, value $1,225,361.

    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 9,350 shares
    Change vs previous 13F -839 shares

    0.58% of the 13F portfolio, value $1,401,899.

    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 10,189 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,549,299.

    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).