Skip to content
Disclosery

Elmwood Wealth Management, Inc.: SHM position timeline

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

Elmwood Wealth Management, Inc. held 54,422 SHM 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 54,422 shares
    Change vs previous 13F +7,263 shares

    0.61% of the 13F portfolio, value $2,538,803.

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

  2. period ended2026-06-30
    13F 47,159 shares
    Change vs previous 13F +7,393 shares

    0.57% of the 13F portfolio, value $2,261,965.

    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 39,766 shares
    Change vs previous 13F +1,257 shares

    0.53% of the 13F portfolio, value $1,901,991.

    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 38,509 shares
    Change vs previous 13F +4,190 shares

    0.58% of the 13F portfolio, value $1,848,034.

    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 34,319 shares
    Change vs previous 13F +1,157 shares

    0.59% of the 13F portfolio, value $1,654,879.

    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 33,162 shares
    Change vs previous 13F +6,949 shares

    0.63% of the 13F portfolio, value $1,586,139.

    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 26,213 shares
    Change vs previous 13F +6,020 shares

    0.51% of the 13F portfolio, value $1,247,739.

    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 20,193 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $956,947.

    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).