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Elmwood Wealth Management, Inc.: POCT position timeline

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

Elmwood Wealth Management, Inc. held 12,605 POCT 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 12,605 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $603,654.

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

  2. period ended2026-06-30
    13F 12,605 shares
    Change vs previous 13F +400 shares

    0.15% of the 13F portfolio, value $584,999.

    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 12,205 shares
    Change vs previous 13F -59,349 shares

    0.15% of the 13F portfolio, value $526,158.

    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 71,554 shares
    Change vs previous 13F +3,175 shares

    0.99% of the 13F portfolio, value $3,142,652.

    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 68,379 shares
    Change vs previous 13F +1,030 shares

    1.04% of the 13F portfolio, value $2,947,135.

    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 67,349 shares
    Change vs previous 13F -669 shares

    1.1% of the 13F portfolio, value $2,781,514.

    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 68,018 shares
    Change vs previous 13F -5,130 shares

    1.08% of the 13F portfolio, value $2,642,500.

    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 73,148 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $2,894,204.

    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).