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Disclosery

Element Wealth, LLC: FDVV position timeline

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

Element Wealth, LLC held 29,676 FDVV 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 29,676 shares
    Change vs previous 13F +2,322 shares

    0.67% of the 13F portfolio, value $1,789,180.

    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 27,354 shares
    Change vs previous 13F +2,869 shares

    0.63% of the 13F portfolio, value $1,511,014.

    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 24,485 shares
    Change vs previous 13F +3,951 shares

    0.57% of the 13F portfolio, value $1,388,034.

    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 20,534 shares
    Change vs previous 13F +3,695 shares

    0.5% of the 13F portfolio, value $1,143,968.

    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 16,839 shares
    Change vs previous 13F +2,648 shares

    0.4% of the 13F portfolio, value $875,970.

    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 14,191 shares
    Change vs previous 13F +636 shares

    0.38% of the 13F portfolio, value $703,889.

    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 13,555 shares
    Change vs previous 13F +1,847 shares

    0.35% of the 13F portfolio, value $676,941.

    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 11,708 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $593,017.

    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).