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Elmwood Wealth Management, Inc.: PIO position timeline

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

Elmwood Wealth Management, Inc. held 11,245 PIO 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 11,245 shares
    Change vs previous 13F -1,178 shares

    0.12% of the 13F portfolio, value $486,175.

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

  2. period ended2026-06-30
    13F 12,423 shares
    Change vs previous 13F -3,332 shares

    0.14% of the 13F portfolio, value $558,663.

    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 15,755 shares
    Change vs previous 13F -3,858 shares

    0.19% of the 13F portfolio, value $684,084.

    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 19,613 shares
    Change vs previous 13F -8,905 shares

    0.27% of the 13F portfolio, value $865,960.

    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 28,518 shares
    Change vs previous 13F -16,335 shares

    0.45% of the 13F portfolio, value $1,280,291.

    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 44,853 shares
    Change vs previous 13F -185 shares

    0.79% of the 13F portfolio, value $2,003,584.

    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 45,038 shares
    Change vs previous 13F -700 shares

    0.74% of the 13F portfolio, value $1,807,375.

    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 45,738 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,786,509.

    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).