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Elmwood Wealth Management, Inc.: VIG position timeline

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

Elmwood Wealth Management, Inc. held 16,735 VIG 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 16,735 shares
    Change vs previous 13F -45 shares

    0.94% of the 13F portfolio, value $3,904,507.

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

  2. period ended2026-06-30
    13F 16,780 shares
    Change vs previous 13F -641 shares

    0.99% of the 13F portfolio, value $3,970,549.

    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 17,421 shares
    Change vs previous 13F +1,147 shares

    1.04% of the 13F portfolio, value $3,746,475.

    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 16,274 shares
    Change vs previous 13F +10,761 shares

    1.13% of the 13F portfolio, value $3,576,760.

    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 5,513 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $1,189,631.

    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 5,513 shares
    Change vs previous 13F -100 shares

    0.45% of the 13F portfolio, value $1,128,328.

    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 5,613 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $1,088,849.

    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 5,613 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,099,177.

    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).