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Elmwood Wealth Management, Inc.: VGSH position timeline

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

Elmwood Wealth Management, Inc. held 93,177 VGSH 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 93,177 shares
    Change vs previous 13F +2,495 shares

    1.29% of the 13F portfolio, value $5,363,269.

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

  2. period ended2026-06-30
    13F 90,682 shares
    Change vs previous 13F +2,342 shares

    1.32% of the 13F portfolio, value $5,277,693.

    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 88,340 shares
    Change vs previous 13F +142 shares

    1.43% of the 13F portfolio, value $5,171,424.

    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 88,198 shares
    Change vs previous 13F -327 shares

    1.64% of the 13F portfolio, value $5,179,869.

    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 88,525 shares
    Change vs previous 13F +5,232 shares

    1.85% of the 13F portfolio, value $5,209,697.

    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 83,293 shares
    Change vs previous 13F -9,729 shares

    1.94% of the 13F portfolio, value $4,895,963.

    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 93,022 shares
    Change vs previous 13F -7,727 shares

    2.24% of the 13F portfolio, value $5,459,462.

    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 100,749 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $5,861,577.

    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).