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Disclosery

Element Wealth, LLC: EWC position timeline

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

Element Wealth, LLC held 4,837 EWC 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 4,837 shares
    Change vs previous 13F -24 shares

    0.1% of the 13F portfolio, value $278,807.

    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 4,861 shares
    Change vs previous 13F +182 shares

    0.11% of the 13F portfolio, value $266,325.

    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 4,679 shares
    Change vs previous 13F +87 shares

    0.1% of the 13F portfolio, value $252,329.

    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 4,592 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $232,147.

    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 4,592 shares
    Change vs previous 13F -334 shares

    0.1% of the 13F portfolio, value $212,170.

    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 4,926 shares
    Change vs previous 13F -4 shares

    0.11% of the 13F portfolio, value $200,733.

    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 4,930 shares
    Change vs previous 13F -60 shares

    0.1% of the 13F portfolio, value $198,678.

    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 4,990 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $207,188.

    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).