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Disclosery

Element Wealth, LLC: CGMS position timeline

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

Element Wealth, LLC held 58,326 CGMS 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 58,326 shares
    Change vs previous 13F +1,248 shares

    0.6% of the 13F portfolio, value $1,594,046.

    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 57,078 shares
    Change vs previous 13F +927 shares

    0.64% of the 13F portfolio, value $1,554,243.

    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 56,151 shares
    Change vs previous 13F +1,493 shares

    0.64% of the 13F portfolio, value $1,550,880.

    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 54,658 shares
    Change vs previous 13F +4,636 shares

    0.66% of the 13F portfolio, value $1,516,750.

    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 50,022 shares
    Change vs previous 13F +7,791 shares

    0.64% of the 13F portfolio, value $1,381,600.

    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 42,231 shares
    Change vs previous 13F +11,029 shares

    0.62% of the 13F portfolio, value $1,152,904.

    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 31,202 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $851,203.

    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).