Elmwood Wealth Management, Inc.

Business address
2027 Fourth Street, Suite 203, Berkeley, CA, 94710
Top securities (13F)
TFLO, VEA, CALI, JMST, JPST, LOUP, AAPL, SUB, USFR, TOTL, IDVO, IEFA, AIRR, NVDA, VGSH, PAPR, SCHX, MSFT, MEAR, and GPIX
State of incorporation
DE
Fiscal year end
31 December
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Elmwood Wealth Management, Inc. has filed 31 SEC EDGAR filings since 10 May 2018

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 06 Nov 2025 30 Sep 2025 028-18747
N-PX Open Document Open Filing 31 Jul 2025 30 Jun 2025 028-18747
13F-HR Open Document Open Filing 28 Jul 2025 30 Jun 2025 028-18747
13F-HR Open Document Open Filing 28 Apr 2025 31 Mar 2025 028-18747
13F-HR Open Document Open Filing 13 Jan 2025 31 Dec 2024 028-18747
13F-HR Open Document Open Filing 11 Oct 2024 30 Sep 2024 028-18747
N-PX Open Document Open Filing 13 Aug 2024 13 Aug 2024 028-18747
13F-HR Open Document Open Filing 13 Aug 2024 30 Jun 2024 028-18747
13F-HR Open Document Open Filing 13 May 2024 31 Mar 2024 028-18747
13F-HR Open Document Open Filing 30 Jan 2024 31 Dec 2023 028-18747
13F-HR Open Document Open Filing 15 Nov 2023 30 Sep 2023 028-18747
13F-HR Open Document Open Filing 10 Aug 2023 30 Jun 2023 028-18747
13F-HR Open Document Open Filing 28 Apr 2023 31 Mar 2023 028-18747
13F-HR Open Document Open Filing 26 Jan 2023 31 Dec 2022 028-18747
13F-HR Open Document Open Filing 14 Nov 2022 30 Sep 2022 028-18747
13F-HR Open Document Open Filing 12 Jul 2022 30 Jun 2022 028-18747
13F-HR Open Document Open Filing 16 May 2022 31 Mar 2022 028-18747
13F-HR Open Document Open Filing 08 Feb 2022 31 Dec 2021 028-18747
13F-HR Open Document Open Filing 13 Aug 2021 30 Jun 2021 028-18747
13F-HR Open Document Open Filing 13 May 2021 31 Mar 2021 028-18747
13F-HR Open Document Open Filing 12 Nov 2020 30 Sep 2020 028-18747
13F-HR Open Document Open Filing 13 Aug 2020 30 Jun 2020 028-18747
13F-HR Open Document Open Filing 12 May 2020 31 Mar 2020 028-18747
13F-HR Open Document Open Filing 05 Feb 2020 31 Dec 2019 028-18747
13F-HR Open Document Open Filing 13 Nov 2019 30 Sep 2019 028-18747
13F-HR Open Document Open Filing 07 Aug 2019 30 Jun 2019 028-18747
13F-HR Open Document Open Filing 22 May 2019 31 Mar 2019 028-18747
13F-HR Open Document Open Filing 14 Feb 2019 31 Dec 2018 028-18747
13F-HR Open Document Open Filing 11 Oct 2018 30 Sep 2018 028-18747
13F-HR Open Document Open Filing 22 Aug 2018 30 Jun 2018 028-18747
13F-HR Open Document Open Filing 10 May 2018 31 Mar 2018 028-18747