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Elmwood Wealth Management, Inc.: VRP position timeline

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

Elmwood Wealth Management, Inc. held 174,877 VRP 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 174,877 shares
    Change vs previous 13F +33,399 shares

    1% of the 13F portfolio, value $4,146,334.

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

  2. period ended2026-06-30
    13F 141,478 shares
    Change vs previous 13F +8,440 shares

    0.86% of the 13F portfolio, value $3,439,331.

    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 133,038 shares
    Change vs previous 13F -4,667 shares

    0.88% of the 13F portfolio, value $3,190,252.

    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 137,705 shares
    Change vs previous 13F -1,612 shares

    1.06% of the 13F portfolio, value $3,350,363.

    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 139,317 shares
    Change vs previous 13F -2,507 shares

    1.22% of the 13F portfolio, value $3,441,130.

    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 141,824 shares
    Change vs previous 13F -6,366 shares

    1.37% of the 13F portfolio, value $3,467,597.

    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 148,190 shares
    Change vs previous 13F -4,320 shares

    1.47% of the 13F portfolio, value $3,592,126.

    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 152,510 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $3,689,217.

    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).