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Elmwood Wealth Management, Inc.: TOTL position timeline

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

Elmwood Wealth Management, Inc. held 183,239 TOTL 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 183,239 shares
    Change vs previous 13F +1,501 shares

    1.65% of the 13F portfolio, value $6,856,804.

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

  2. period ended2026-06-30
    13F 181,738 shares
    Change vs previous 13F +6,537 shares

    1.79% of the 13F portfolio, value $7,173,199.

    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 175,201 shares
    Change vs previous 13F +17,578 shares

    1.92% of the 13F portfolio, value $6,960,736.

    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 157,623 shares
    Change vs previous 13F +3,042 shares

    2% of the 13F portfolio, value $6,344,326.

    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 154,581 shares
    Change vs previous 13F +4,452 shares

    2.22% of the 13F portfolio, value $6,271,352.

    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 150,129 shares
    Change vs previous 13F +555 shares

    2.39% of the 13F portfolio, value $6,021,675.

    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 149,574 shares
    Change vs previous 13F -10,800 shares

    2.47% of the 13F portfolio, value $6,026,337.

    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 160,374 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $6,317,132.

    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).