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Disclosery

Element Wealth, LLC: FIDI position timeline

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

Element Wealth, LLC held 36,189 FIDI 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 36,189 shares
    Change vs previous 13F +233 shares

    0.37% of the 13F portfolio, value $990,480.

    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 35,956 shares
    Change vs previous 13F +148 shares

    0.41% of the 13F portfolio, value $992,553.

    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 35,808 shares
    Change vs previous 13F -1,333 shares

    0.38% of the 13F portfolio, value $927,790.

    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 37,141 shares
    Change vs previous 13F +82 shares

    0.4% of the 13F portfolio, value $908,739.

    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 37,059 shares
    Change vs previous 13F -29 shares

    0.4% of the 13F portfolio, value $863,115.

    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 37,088 shares
    Change vs previous 13F -477 shares

    0.43% of the 13F portfolio, value $795,119.

    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 37,565 shares
    Change vs previous 13F -17,695 shares

    0.38% of the 13F portfolio, value $732,475.

    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 55,260 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,202,406.

    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).