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Disclosery

Element Wealth, LLC: BUFR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Element Wealth, LLC on BUFR, newest first. How the timeline and the estimate are built.

Element Wealth, LLC held 48,075 BUFR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,075 shares
    Change vs previous 13F +3,657 shares

    0.66% of the 13F portfolio, value $1,756,180.

    13F-HR 0001398344-26-014580 filed by Element Wealth, 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 44,418 shares
    Change vs previous 13F +12,958 shares

    0.62% of the 13F portfolio, value $1,499,996.

    13F-HR 0001398344-26-008170 filed by Element Wealth, 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 31,460 shares
    Change vs previous 13F -83 shares

    0.45% of the 13F portfolio, value $1,077,820.

    13F-HR 0001398344-26-003058 filed by Element Wealth, 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 31,543 shares
    Change vs previous 13F +449 shares

    0.46% of the 13F portfolio, value $1,054,167.

    13F-HR 0001398344-25-019962 filed by Element Wealth, 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 31,094 shares
    Change vs previous 13F +2,012 shares

    0.46% of the 13F portfolio, value $988,789.

    13F-HR 0001398344-25-013585 filed by Element Wealth, 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 29,082 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $863,445.

    13F-HR 0001398344-25-008003 filed by Element Wealth, 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 29,082 shares
    Change vs previous 13F +10,046 shares

    0.46% of the 13F portfolio, value $886,129.

    13F-HR 0001398344-25-001751 filed by Element Wealth, 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 19,036 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $568,986.

    13F-HR 0001398344-24-019229 filed by Element Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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