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Disclosery

Element Wealth, LLC: DTD position timeline

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

Element Wealth, LLC held 5,824 DTD 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 5,824 shares
    Change vs previous 13F +210 shares

    0.2% of the 13F portfolio, value $543,069.

    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 5,614 shares
    Change vs previous 13F +442 shares

    0.2% of the 13F portfolio, value $484,824.

    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 5,172 shares
    Change vs previous 13F +1,273 shares

    0.18% of the 13F portfolio, value $438,999.

    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 3,899 shares
    Change vs previous 13F +838 shares

    0.14% of the 13F portfolio, value $327,515.

    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 3,061 shares
    Change vs previous 13F +128 shares

    0.11% of the 13F portfolio, value $243,412.

    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 2,933 shares
    Change vs previous 13F +186 shares

    0.12% of the 13F portfolio, value $225,694.

    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 2,747 shares
    Change vs previous 13F +593 shares

    0.11% of the 13F portfolio, value $208,393.

    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 2,154 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $165,165.

    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).