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Elmwood Wealth Management, Inc.: ULST position timeline

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

Elmwood Wealth Management, Inc. held 49,757 ULST 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 49,757 shares
    Change vs previous 13F -92 shares

    0.48% of the 13F portfolio, value $2,002,471.

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

  2. period ended2026-06-30
    13F 49,849 shares
    Change vs previous 13F +1,883 shares

    0.5% of the 13F portfolio, value $2,015,147.

    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 47,966 shares
    Change vs previous 13F -1,249 shares

    0.54% of the 13F portfolio, value $1,942,623.

    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 49,215 shares
    Change vs previous 13F -967 shares

    0.63% of the 13F portfolio, value $1,993,454.

    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 50,182 shares
    Change vs previous 13F +3,619 shares

    0.72% of the 13F portfolio, value $2,041,906.

    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 46,563 shares
    Change vs previous 13F +1,299 shares

    0.75% of the 13F portfolio, value $1,893,252.

    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 45,264 shares
    Change vs previous 13F +6,077 shares

    0.75% of the 13F portfolio, value $1,839,982.

    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 39,187 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,583,547.

    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).