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Elmwood Wealth Management, Inc.: SUB position timeline

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

Elmwood Wealth Management, Inc. held 76,090 SUB 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 76,090 shares
    Change vs previous 13F +3,434 shares

    1.91% of the 13F portfolio, value $7,954,449.

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

  2. period ended2026-06-30
    13F 72,656 shares
    Change vs previous 13F -3,040 shares

    1.93% of the 13F portfolio, value $7,735,685.

    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 75,696 shares
    Change vs previous 13F +12,738 shares

    2.23% of the 13F portfolio, value $8,061,624.

    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 62,958 shares
    Change vs previous 13F +1,535 shares

    2.12% of the 13F portfolio, value $6,717,619.

    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 61,423 shares
    Change vs previous 13F -1,800 shares

    2.32% of the 13F portfolio, value $6,558,748.

    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 63,223 shares
    Change vs previous 13F +2,582 shares

    2.66% of the 13F portfolio, value $6,723,134.

    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 60,641 shares
    Change vs previous 13F +1,212 shares

    2.63% of the 13F portfolio, value $6,403,690.

    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 59,429 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $6,268,571.

    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).