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Elmwood Wealth Management, Inc.: PWZ position timeline

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

Elmwood Wealth Management, Inc. held 141,111 PWZ 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 141,111 shares
    Change vs previous 13F +34 shares

    0.76% of the 13F portfolio, value $3,148,187.

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

  2. period ended2026-06-30
    13F 141,077 shares
    Change vs previous 13F -835 shares

    0.86% of the 13F portfolio, value $3,457,798.

    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 141,912 shares
    Change vs previous 13F +13,237 shares

    0.94% of the 13F portfolio, value $3,387,440.

    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 128,675 shares
    Change vs previous 13F +4,311 shares

    0.98% of the 13F portfolio, value $3,108,788.

    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 124,364 shares
    Change vs previous 13F +99,289 shares

    1.05% of the 13F portfolio, value $2,974,787.

    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 25,075 shares
    Change vs previous 13F +650 shares

    0.23% of the 13F portfolio, value $585,251.

    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 24,425 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $582,537.

    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).