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Disclosery

Element Wealth, LLC: HTAB position timeline

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

Element Wealth, LLC held 95,621 HTAB 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 95,621 shares
    Change vs previous 13F -1,142 shares

    0.69% of the 13F portfolio, value $1,834,212.

    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 96,763 shares
    Change vs previous 13F -33,065 shares

    0.76% of the 13F portfolio, value $1,838,497.

    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 129,828 shares
    Change vs previous 13F -1,624 shares

    1.03% of the 13F portfolio, value $2,486,206.

    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 131,452 shares
    Change vs previous 13F -1,696 shares

    1.1% of the 13F portfolio, value $2,514,677.

    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 133,148 shares
    Change vs previous 13F -15,357 shares

    1.15% of the 13F portfolio, value $2,491,199.

    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 148,505 shares
    Change vs previous 13F -1,567 shares

    1.53% of the 13F portfolio, value $2,846,841.

    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 150,072 shares
    Change vs previous 13F -762 shares

    1.52% of the 13F portfolio, value $2,905,394.

    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 150,834 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $2,988,022.

    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).