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Disclosery

Element Wealth, LLC: IBDS position timeline

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

Element Wealth, LLC held 52,061 IBDS 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 52,061 shares
    Change vs previous 13F -634 shares

    0.47% of the 13F portfolio, value $1,260,927.

    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 52,695 shares
    Change vs previous 13F +1,172 shares

    0.53% of the 13F portfolio, value $1,277,320.

    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 51,523 shares
    Change vs previous 13F +265 shares

    0.52% of the 13F portfolio, value $1,250,966.

    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 51,258 shares
    Change vs previous 13F +1,088 shares

    0.54% of the 13F portfolio, value $1,247,609.

    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 50,170 shares
    Change vs previous 13F -52 shares

    0.56% of the 13F portfolio, value $1,217,627.

    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 50,222 shares
    Change vs previous 13F -1,391 shares

    0.65% of the 13F portfolio, value $1,214,357.

    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 51,613 shares
    Change vs previous 13F +1,439 shares

    0.65% of the 13F portfolio, value $1,236,655.

    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 50,174 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,222,740.

    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).