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ELEMENT POINTE ADVISORS, LLC: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ELEMENT POINTE ADVISORS, LLC on IWD, newest first. How the timeline and the estimate are built.

ELEMENT POINTE ADVISORS, LLC held 9,764 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,764 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $2,367,087.

    13F-HR 0001764059-26-000007 filed by ELEMENT POINTE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,764 shares
    Change vs previous 13F -206 shares

    0.39% of the 13F portfolio, value $2,086,274.

    13F-HR 0001764059-26-000003 filed by ELEMENT POINTE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,970 shares
    Change vs previous 13F -99 shares

    0.41% of the 13F portfolio, value $2,097,090.

    13F-HR 0001764059-26-000001 filed by ELEMENT POINTE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,069 shares
    Change vs previous 13F +303 shares

    0.44% of the 13F portfolio, value $2,049,948.

    13F-HR 0001764059-25-000003 filed by ELEMENT POINTE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,766 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,896,850.

    13F-HR 0001085146-25-005360 filed by ELEMENT POINTE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,766 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $1,837,571.

    13F-HR 0001085146-25-002874 filed by ELEMENT POINTE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,766 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $1,807,980.

    13F-HR 0001085146-25-001490 filed by ELEMENT POINTE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,766 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,853,587.

    13F-HR 0001085146-24-005696 filed by ELEMENT POINTE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).