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Elmwood Wealth Management, Inc.: XBFR position timeline

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

Elmwood Wealth Management, Inc. held 165,827 XBFR 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 165,827 shares
    Change vs previous 13F +6,752 shares

    1.07% of the 13F portfolio, value $4,455,873.

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

  2. period ended2026-06-30
    13F 159,075 shares
    Change vs previous 13F +21,889 shares

    1.06% of the 13F portfolio, value $4,235,167.

    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 137,186 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $3,366,545.

    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).