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Elmwood Wealth Management, Inc.: USFR position timeline

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

Elmwood Wealth Management, Inc. held 138,676 USFR 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 138,676 shares
    Change vs previous 13F +23,932 shares

    1.68% of the 13F portfolio, value $6,987,884.

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

  2. period ended2026-06-30
    13F 114,744 shares
    Change vs previous 13F -40,620 shares

    1.45% of the 13F portfolio, value $5,777,361.

    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 155,364 shares
    Change vs previous 13F +61,751 shares

    2.16% of the 13F portfolio, value $7,821,024.

    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 93,613 shares
    Change vs previous 13F -35,985 shares

    1.49% of the 13F portfolio, value $4,710,607.

    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 129,598 shares
    Change vs previous 13F +29,480 shares

    2.31% of the 13F portfolio, value $6,514,892.

    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 100,118 shares
    Change vs previous 13F -51,122 shares

    2% of the 13F portfolio, value $5,036,937.

    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 151,240 shares
    Change vs previous 13F -12,110 shares

    3.12% of the 13F portfolio, value $7,611,926.

    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 163,350 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $8,219,788.

    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).