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Disclosery

Element Wealth, LLC: FEX position timeline

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

Element Wealth, LLC held 3,486 FEX 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 3,486 shares
    Change vs previous 13F -9 shares

    0.18% of the 13F portfolio, value $487,599.

    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 3,495 shares
    Change vs previous 13F -63 shares

    0.18% of the 13F portfolio, value $426,137.

    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 3,558 shares
    Change vs previous 13F -16 shares

    0.17% of the 13F portfolio, value $422,038.

    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 3,574 shares
    Change vs previous 13F -27 shares

    0.18% of the 13F portfolio, value $417,518.

    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 3,601 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $395,966.

    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 3,601 shares
    Change vs previous 13F -98 shares

    0.2% of the 13F portfolio, value $368,958.

    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 3,699 shares
    Change vs previous 13F -101 shares

    0.2% of the 13F portfolio, value $385,788.

    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 3,800 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $395,842.

    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).