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Disclosery

Element Wealth, LLC: DNL position timeline

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

Element Wealth, LLC held 27,467 DNL 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 27,467 shares
    Change vs previous 13F -458 shares

    0.48% of the 13F portfolio, value $1,268,415.

    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 27,925 shares
    Change vs previous 13F +157 shares

    0.47% of the 13F portfolio, value $1,127,337.

    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 27,768 shares
    Change vs previous 13F +2,355 shares

    0.47% of the 13F portfolio, value $1,144,606.

    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 25,413 shares
    Change vs previous 13F +1,692 shares

    0.45% of the 13F portfolio, value $1,028,984.

    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 23,721 shares
    Change vs previous 13F +770 shares

    0.44% of the 13F portfolio, value $955,239.

    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 22,951 shares
    Change vs previous 13F +290 shares

    0.44% of the 13F portfolio, value $818,645.

    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 22,661 shares
    Change vs previous 13F +2,013 shares

    0.43% of the 13F portfolio, value $815,342.

    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 20,648 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $813,412.

    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).